A complete list of active advisors currently associated with Accurate Wealth Management, LLC

Warmer can help you find a great advisor at Accurate Wealth Management, LLC or one who fits your needs even better.

Accurate Wealth Management, LLC serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charities, corporations and other investment advisers, providing discretionary portfolio management, financial planning, educational services, and a wrap‑fee program. Portfolios may include mutual funds, equities, bonds, ETFs and real‑estate investments as well as alternative and privately placed investments such as structured notes, private equity, hedge funds, privately placed life insurance and cryptocurrency; the firm reports approximately $1.71 billion in regulatory assets under management. The firm develops individualized asset allocations that emphasize principles of value, safety, quality and risk control, managing most accounts on a discretionary basis while permitting client‑imposed restrictions and using subadvisers or third‑party advisers when appropriate. Fees are generally charged as a percentage of assets under management, with financial planning offered on fixed‑fee or hourly terms, and accounts are reviewed periodically with custodial reporting provided by third‑party custodians. A notable, less common feature is that AWM offers performance‑based fee arrangements to “qualified clients” (generally those with at least $1.1 million in AWM assets or a net worth over $2.2 million excluding a primary residence), charging a 20% performance fee annually in arrears on a high‑water‑mark basis and sharing that fee with third‑party advisers. The firm’s owners also hold a majority interest in Altium Investment Strategies, LLC, which acts as a subadviser for structured‑note and discretionary overlay services—a relationship the brochure discloses as a potential conflict the firm seeks to mitigate through periodic review and by capping total advisory fees (not to exceed 2.50% annually, inclusive).

To learn more about the advisors currently working at Accurate Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Accurate Wealth Management, LLC's office locations.