Advisor at Accurate Wealth Management, LLC
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Firm
Accurate Wealth Management, LLC
Location
Wesley Chapel, FL 33544
Credentials
Series 63, Series 65
Industry experience
15 years
Mathew Waymire is an investment advisor representative at Accurate Wealth Management, LLC with 15 years of industry experience. He has worked at Waymire and Associates, Accurate Advisory Group, and AAG Capital, Inc. His credentials include Series 63 and Series 65 registrations. Waymire is also involved in insurance advisory activities through Accurate Advisory Group. Accurate Wealth Management serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm employs an individualized asset-allocation approach emphasizing value, safety, quality, and risk control, utilizing both in-house management and third-party subadvisers across a broad range of instruments.
Based on Accurate Wealth Management, LLC
Based on Accurate Wealth Management, LLC
Fixed fees range between $1,000 and $100,000 for financial planning
up to 2.50% annually
$250 per hour for financial planning
20% performance fee annually in arrears on a high-water mark basis for qualified clients
2211 Ashley Oaks Circle
Wesley Chapel, FL 33544
Florida
AAG Capital, Inc.
2022 - Present (4 years)
Accurate Wealth Management
2022 - Present (4 years)
Accurate Advisory Group
2017 - Present (9 years)
Waymire and Associates
2000 - 2017 (17 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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