Amber Koenig is a registered investment advisor at Accurate Wealth Management, LLC, based in Houston, TX, with 2 years of industry experience. Amber 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
2950 North Loop West, Suite 1200, Houston, TX, 77092
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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 Activities
Amber works full-time as an Operations Manager at Innova Wealth LLC, an investment advisory firm, since January 2024. Her responsibilities include customer service, client onboarding, account transfers, marketing, and paperwork processing.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Innova Wealth, 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.
Exams
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