Accurate Wealth Management, LLC

Accurate Wealth Management serves individuals (including high-net-worth clients), pension and profit-sharing plans, charities, corporations and other investment advisers, providing financial planning and discretionary portfolio management as primary services. The firm also offers educational services to other advisers, sponsors a wrap-fee program, and utilizes subadvisers and third-party advisers to implement specialized strategies and alternative investments such as private placements, structured notes and cryptocurrency where appropriate.

The firm’s investment approach begins with individualized asset allocation and emphasizes principles of value, safety, quality and risk control, with portfolios tailored to clients’ objectives, time horizons and risk tolerances and allowing clients to impose written restrictions. AWM typically manages accounts on a discretionary basis and may delegate portfolio management, trading and execution to vetted third-party subadvisers while retaining oversight and conducting periodic reviews.

Compared with many multi-team firms, AWM’s brochure discloses that it uses performance-based fee arrangements for qualified clients, a practice that is statistically uncommon in its peer group, and that those performance arrangements can involve fee-sharing with third-party advisers. The firm also discloses owners’ ownership of a related subadviser that manages structured notes and outlines referral and educational compensation relationships, noting these potential conflicts and describing due diligence and review processes intended to address them.