Claudiu Barbos
Claudiu Barbos is a registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 25 years of industry experience. Claudiu is also registered as a broker, so some compensation may come from commissions on products sold. 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
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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 Activities
Claudiu works as a real estate salesperson, dedicating about 10-20% of his time. He also works full-time as a Senior Director, Head Trader, and Portfolio Manager for Ashton Thomas Private Wealth, focusing on fixed income portfolios.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Aag Capital, INCBroker
Amplify Financial, LLC
Previous Registrations
Ashton Thomas Securities, LLC
Ashton Thomas Securities, LLCBroker
Ashton Thomas Private Wealth
M. S. Howells & CO.Broker
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations2 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.
Exams
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