Accurate Wealth Management offers discretionary portfolio management and written financial planning services. Accurate Wealth Management builds individualized portfolios using a variety of investments including mutual funds, stocks, bonds, exchange-traded funds, real estate investment trusts, hedge funds, and private placements, focusing on value, safety, and risk control. The firm also offers educational services and coordinates with third-party investment managers. Accurate Wealth Management works with individuals, high-net-worth clients, pension plans, charities, and corporations.
Assets Under Management$1.7B
Clients2,612
Advisors49
Avg. per Client$650K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
49 Advisors at this firm
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