Elizabeth Bertelsen
Elizabeth Bertelsen is a registered investment advisor at Accurate Wealth Management, LLC, based in Sarasota, FL, with 32 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,989 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accurate Wealth Management manages investment portfolios for a fee based on a percentage of the assets managed. The maximum annual management fee is 2.50%, and this fee is negotiable. The fee is calculated and charged quarterly in advance. Clients may aggregate accounts to negotiate a lower fee. This fee does not include brokerage and custodial fees.
Location
783 S. Orange Ave., 205, Sarasota, FL, 34239
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2014Other Business ActivitiesSells Insurance
Elizabeth is an artist selling fused glass, paintings, and jewelry, dedicating about 10-20% of her time. She also sells insurance fixed annuities through Bertelsen Asset Management, LLC, and is an insurance agent and advisor with Accurate Wealth Management, spending a significant amount of time on these activities.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Previous Registrations
Aag Capital, INCBroker
Intervest International, INC.
Intervest International Equities CorporationBroker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Raymond James & Associates, INC.Broker
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.