Dawn Steinert is a registered investment advisor at Accurate Wealth Management, LLC, based in Osprey, FL, with 10 years of industry experience. Dawn 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
2119 S. Tamiami Trail, Osprey, FL, 34229
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dawn is the owner, founder, and advisor at Citypark Financial LLC, where she sells insurance and annuities, dedicating about a quarter of her time. She also coaches high school volleyball in the evenings, which does not take time during trading hours.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Previous Registrations
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
State Registrations1 state
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.