Amber Koenig is a registered investment advisor at Accurate Wealth Management, LLC, based in Houston, TX, with 1 years of industry experience. Amber 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
2950 North Loop West, Suite 1200, Houston, TX, 77092
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amber works full-time as an Operations Manager at Innova Wealth LLC, an investment advisory firm, since January 2024. Her responsibilities include customer service, client onboarding, account transfers, marketing, and paperwork processing.
Employment History
Current Registrations
Accurate Wealth Management, LLC
Innova Wealth, LLC
State Registrations2 states
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