Gerard Clark is a registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 25 years of industry experience. Gerard 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
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gerard is the President of RJL Financial Group since 1998, dedicating about half of his time. He is also a registered investment adviser representative with Accurate Wealth Management, LLC since August 2022, dedicating full-time hours.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Aag Capital, INC
Aag Capital, INCBroker
Previous Registrations
Rjl Financial Group
Global Financial Private Capital, LLC
Clark Wealth Management, L.L.C
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Legacy Financial Services, INC.Broker
Nationwide Planning Associates INC.Broker
State Registrations5 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.