AL

Andrew Stewart Levacy

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
11,317 clients
Average Client Portfolio
$188K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.50%
$100K - $500K2.30%
$500K - $1000K2.00%
$1M+1.80%

Advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

C1S charges a wrap fee for discretionary investment management services, covering advisory services and certain brokerage fees. The fee is calculated as a percentage of assets under management, ranging from 2.50% on the first $99,999 to 1.80% on amounts over $1,000,000. Fees are negotiable. The wrap fee may not include all transaction-related expenses. Clients could receive similar management service outside of a wrap fee program from another adviser for a higher or lower advisory fee.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew works as an Investment Advisor for CreativeOne Wealth, LLC since 2020, dedicating about three-quarters of his time. He is also an Enrolled Agent and Registered Rep/Investment Advisor for The Levacy Group, focusing on tax services and investment services respectively, dedicating about three-quarters of his time to each.

Employment History
Current Registrations
Creativeone Securities, LLC Broker
April 2025 - Present · 9 mos
Creativeone Wealth, LLC
October 2020 - Present · 5 yrs 3 mos
Previous Registrations
Partnervest Advisory Services LLC
August 2009 - November 2020 · 11 yrs 3 mos
Sorrento Pacific Financial, LLC Broker
July 2009 - April 2025 · 15 yrs 9 mos
Partnervest Securities, INC.Broker
February 2007 - July 2009 · 2 yrs 5 mos
Associated Securities CORP.Broker
July 2000 - November 2006 · 6 yrs 4 mos
State Registrations7 states
CAIDINNYTNUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.