Eric Ling
Eric Ling is a CFP-designated registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 18 years of industry experience. Eric 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 →Employment History
Current Registrations
Accurate Wealth Management, LLC
Aag Capital, INCBroker
Previous Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations5 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
- Robert Nicoletti, CFPJ.P. Morgan Securities LLC
- Daniel Markese, CFP
- Tiffany Leroy, CFPSchwab Wealth Advisory, INC.