AS

Antonio Thomas Savarese

47 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

Gilbert, AZ

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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

Antonio works as an insurance agent since 1984. This takes minimal time.

Employment History
Current Registrations
Creativeone Securities, LLC
March 2025 - Present · 10 mos
Creativeone Securities, LLC Broker
March 2025 - Present · 10 mos
Previous Registrations
Osaic Wealth, INC. Broker
September 2023 - March 2025 · 1 yr 6 mos
Osaic Wealth, INC.
September 2023 - March 2025 · 1 yr 6 mos
Sagepoint Financial, INC.
October 2005 - September 2023 · 17 yrs 11 mos
Sagepoint Financial, INC.Broker
October 2005 - September 2023 · 17 yrs 11 mos
Sunamerica Securities, INC.
August 2003 - April 2005 · 1 yr 8 mos
Sentra Securities CorporationBroker
May 2003 - April 2005 · 1 yr 11 mos
Sunamerica Securities, INC.Broker
March 2003 - April 2005 · 2 yrs 1 mo
Spelman & CO INC
December 1999 - October 2005 · 5 yrs 10 mos
Spelman & Co., INC.Broker
November 1999 - October 2005 · 5 yrs 11 mos
Presidential Brokerage, INC.Broker
April 1998 - November 1999 · 1 yr 7 mos
Spelman & Co., INC.Broker
September 1988 - April 1998 · 9 yrs 7 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
June 1980 - August 1988 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 1978 - October 1979 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
September 1977 - September 1978 · 1 yr
State Registrations7 states
AZCACOFLMTORSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.