Creativeone Securities, LLC
Assets Under Management
$2.1B
Number of Clients
11,317
Number of Advisors
145
Average Client AUM
$188K
AUM per Advisor
$14.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
C1S offers financial planning, consulting, and investment management services through wrap fee programs. They manage discretionary and non-discretionary assets, with a focus on long-term buy-and-hold strategies. C1S Representatives provide ongoing account monitoring and meet with clients at least annually.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.30% |
| $500K - $1000K | 2.00% |
| $1M+ | 1.80% |
Advisory fees are negotiable.
Fee Estimator
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
Location
6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211