Carolyn Howard
Carolyn Howard is a CFP-designated registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 32 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,989 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accurate Wealth Management manages investment portfolios for a fee based on a percentage of the assets managed. The maximum annual management fee is 2.50%, and this fee is negotiable. The fee is calculated and charged quarterly in advance. Clients may aggregate accounts to negotiate a lower fee. This fee does not include brokerage and custodial fees.
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2018Other Business ActivitiesSells Insurance
Carolyn volunteers with Soaring Spirits International, providing financial planning classes and presentations to widowed people, and serves on the board of the Lexington Philharmonic Orchestra and 100 Women. She is also a licensed insurance agent, dedicating about 10% of her time to this activity, and works full-time as an investment advisory representative at Accurate Wealth Management.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Previous Registrations
Aag Capital, INCBroker
Seacure Advisors LLC
Pegaesus Advisors
LPL Financial LLC
Pegaesus Advisors, INC.
Lexington Advisors
Brewster Securities INC.Broker
Investors Capital CORP.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.