Robert Leone
Robert Leone is a registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 11 years of industry experience. Robert 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is self-employed in insurance sales through Accurate Health & Financial Services, Inc. and owns Accurate Advisory Group as an insurance broker, dedicating full-time hours to this. Robert also has minimal involvement in several medical receivables factoring businesses and spends about 10-20% of his time as an investment advisor representative with Accurate Wealth Management.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Aag Capital, INCBroker
Previous Registrations
G.F. Investment Services, LLCBroker
Lincoln Investment Planning, INC.Broker
Planmember Securities CorporationBroker
High Mark Securities, INC.Broker
Planmember Securities CorporationBroker
NFP Securities, INC.Broker
Lifeusa Securities, INC.Broker
Irm Distributors, INC.Broker
Pruco Securities CorporationBroker
Chatfield Dean & CO., INC.Broker
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.