John Ditrani
John Ditrani is a registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 13 years of industry experience. John 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
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 ActivitiesSells Insurance
John is an insurance agent with Drew Capital Group since 2015, spending about half of his time conducting seminars, servicing clients, running meetings, and scheduling appointments. He also buys and sells homes through Ditrani Properties, dedicating a few hours per week to rehabbing homes.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Previous Registrations
Advisory Services Network
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
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.