Creativeone Wealth, LLC
Assets Under Management
$4.8B
Number of Clients
18,725
Number of Advisors
208
Average Client AUM
$258K
AUM per Advisor
$23.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CreativeOne Wealth, LLC offers asset management and financial planning services. They manage investment portfolios on a discretionary basis and offer financial planning services including investment, insurance, retirement, cash flow, education, estate, and business planning. They also offer investment consultative retainer services and retirement plan consulting.
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
Location
6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211