Eric Ling is a CFP-designated registered investment advisor at Accurate Wealth Management, LLC, based in Wesley Chapel, FL, with 18 years of industry experience. Eric 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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Learn about disclosures →Employment History
Current Registrations
Accurate Wealth Management, LLC
Aag Capital, INCBroker
Previous Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations4 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.