Accurate Wealth Management offers financial planning and portfolio management services. Financial plans cover areas like cash management, risk management, retirement, and education funding. Portfolio management is discretionary and tailored to client objectives, using mutual funds, stocks, bonds, ETFs, and other securities. AWM may recommend third-party investment advisors. The maximum annual management fee is 2.50%, and fees are negotiable.
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.