Brandon Cromer
Brandon Cromer is a registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 19 years of industry experience. Brandon 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
Get directionsHistory
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
Brandon works as a portfolio manager and trader for Ashton Thomas Private Wealth, LLC and Amplify Technologies. He dedicates about half of his time to each role, managing portfolios and trading securities.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Aag Capital, INCBroker
Previous Registrations
Ashton Thomas Private Wealth
Ashton Thomas Securities, LLC
Ashton Thomas Securities, LLCBroker
M. S. Howells & CO.Broker
Charles Schwab Investment Management, INC
Charles Schwab & CO., INC.Broker
Vanguard Marketing CorporationBroker
Intersecurities, 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
More Advisors
- James HutchbyAccurate Wealth Management, LLC
- Rick Helbing, CFP, ChFCAccurate Wealth Management, LLC
- Patricia MayAccurate Wealth Management, LLC
- Eric Ling, CFPAccurate Wealth Management, LLC
- Robert Nicoletti, CFPJ.P. Morgan Securities LLC
- Daniel Markese, CFP