Advisor at Accurate Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Accurate Wealth Management, LLC
Location
Lake Village, AR 71653
Credentials
Series 63, Series 65
Industry experience
32 years
Fixed fees for financial planning range between $1,000 and $100,000, depending on complexity
$250 per hour for financial planning services
20% performance fee annually in arrears on a high-water mark basis for certain strategies
Accurate Wealth Management, LLC
2020 - Present (6 years)
Centric Capital Advisors, LLC
2018 - 2018 (1 year)
Centric Capital
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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