Dawn Steinert
Dawn Steinert is a registered investment advisor at Accurate Wealth Management, LLC, based in Osprey, FL, with 11 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
333 S. Tamiami Trail, Suite 387, Osprey, FL, 34229
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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
Dawn is the owner, founder, and advisor at Citypark Financial LLC, where she sells insurance and annuities, dedicating about a quarter of her time. She also coaches high school volleyball in the evenings, which does not take time during trading hours.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Previous Registrations
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
State Registrations1 state
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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