Patricia May
Patricia May is a registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 24 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,612 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual management fee is 2.50% and is negotiable. Accounts may also be subject to performance-based fees of 20% for qualified clients.
Fee Estimator
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2008Employment History
Current Registrations
Accurate Wealth Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations1 state
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.
Exams
More Advisors
- James HutchbyAccurate Wealth Management, LLC
- Rick Helbing, CFP, ChFCAccurate Wealth Management, LLC
- Eric Ling, CFPAccurate Wealth Management, LLC
- Robert Nicoletti, CFPJ.P. Morgan Securities LLC
- Daniel Markese, CFP
- Tiffany Leroy, CFPSchwab Wealth Advisory, INC.