Elizabeth C Bertelsen

Accurate Wealth Management, LLC

31 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Accurate Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

48 advisors

Number of Clients

2,989 clients

Average Client Portfolio

$384K average

Assets Under Management

$1.1B

Fee Structure

Location

783 S. Orange Ave., 205, Sarasota, FL, 34239

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History

Regulatory History (1)

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Customer Dispute

May 2014

Denied

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Other 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.