AP

Abraham Samaniego Perez

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
208 advisors
Number of Clients
18,725 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.8B

Fee Structure

Fees for asset management services are negotiable and typically range between 0.25% and 2.25%. Fees are deducted from the client's investment account. Financial planning fees are also negotiable and can be based on a fixed fee-per-project, hourly, monthly, or quarterly basis. Investment consultative services are based on a fixed rate. The firm may receive compensation from third-party advisers or as a sub-adviser to other firms.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

Bellevue, WA

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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 ActivitiesSells Insurance

Abraham is the owner of Narativ Retirement, LLC, offering insurance and investment advisory services. He dedicates full-time hours to this endeavor.

Employment History
Current Registrations
Creativeone Wealth, LLC
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
B.O.S.S. Retirement Advisors, LLC
June 2022 - June 2023 · 1 yr
Ae Wealth Management, LLC
November 2016 - October 2022 · 5 yrs 11 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.