Claudiu Barbos is a registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 25 years of industry experience. Claudiu 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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Claudiu works as a real estate salesperson, dedicating about 10-20% of his time. He also works full-time as a Senior Director, Head Trader, and Portfolio Manager for Ashton Thomas Private Wealth, focusing on fixed income portfolios.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Aag Capital, INCBroker
Amplify Financial, LLC
Previous Registrations
Ashton Thomas Securities, LLC
Ashton Thomas Securities, LLCBroker
Ashton Thomas Private Wealth
M. S. Howells & CO.Broker
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations2 states
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