Meredith Freeman
Meredith Freeman is a registered investment advisor at Accurate Wealth Management, LLC, based in Sarasota, FL, with 17 years of industry experience. Meredith 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
5577 Broadcast Ct., Sarasota, FL, 34240
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Regulatory History (1)
Regulatory
July 2018Other Business ActivitiesSells Insurance
Meredith is the owner/partner of MF Financial LLC. She also works full-time as an Investment Adviser Representative and insurance agent for Accurate Advisory Group, selling securities, investment advisory services, and insurance products.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Aag Capital, INC
Aag Capital, INCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Signator Investors, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Agile Pt Group LLCBroker
Chimera Securities, LLCBroker
Kern, Suslow Securities, INC.Broker
The Benchmark Company, LLCBroker
Bear, Stearns & 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.