Brandon Cromer is a registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 19 years of industry experience. Brandon 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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Brandon works as a portfolio manager and trader for Ashton Thomas Private Wealth, LLC and Amplify Technologies. He dedicates about half of his time to each role, managing portfolios and trading securities.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Aag Capital, INCBroker
Previous Registrations
Ashton Thomas Private Wealth
Ashton Thomas Securities, LLC
Ashton Thomas Securities, LLCBroker
M. S. Howells & CO.Broker
Charles Schwab Investment Management, INC
Charles Schwab & CO., INC.Broker
Vanguard Marketing CorporationBroker
Intersecurities, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations2 states
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