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
Trego, WI 54888
Credentials
Series 65
Industry experience
9 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)
J.W. Cole Advisors, Inc.
2019 - 2020 (1 year)
Northland Financial Planning Services, LLC
2016 - Present (10 years)
Global Financial Private Capital, LLC
2016 - 2019 (3 years)
Chickadee Hills Homestead, LLC
2015 - Present (11 years)
Northland Retirement Group, LLC
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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