Assets Under Management
$1.1B
Number of Clients
2,989
Number of Advisors
48
Average Client AUM
$384K
AUM per Advisor
$23.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Accurate Wealth Management offers financial planning and portfolio management services. Financial planning covers areas like cash management, risk management, tax issues, and retirement planning. Portfolio management is discretionary and tailored to client objectives, using mutual funds, equities, bonds, ETFs, and other securities. The firm also provides educational services to other investment advisors.
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544