Andrew Mcdermitt
Andrew Mcdermitt is a registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11,317 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Securities (C1S) offers several investment management options:
- CreativeOne Wealth Platform: Fees range from 0.55% to 2.5% annually, based on the value of your investments. The fee is negotiated, so clients receiving similar services may pay different fees.
- Separately Managed Accounts: Fees are a flat annual fee negotiated with your C1S Representative, based on the time and complexity required to manage your account.
- Client Choice Investment Management: Fees are up to 2.00% annually, based on the daily average value of the assets in your account.
A minimum of $25,000 is required for all management programs, except CreativeOne Wealth, LLC Alpha UMA which requires a minimum of $150,000.
Location
6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211
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Regulatory History (1)
Criminal
October 2005Other Business ActivitiesSells Insurance
Andrew is the Director of Business Development - Annuities at Creative One, an independent marketing organization, dedicating nearly full-time hours to wholesaling annuities. He also owns personal investment real estate properties, requiring minimal time, and is the Owner/Founder of Carolina Portfolio and Income Architects, spending a few hours per week on financial planning, securities, and variable and fixed product sales.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Brighthouse Securities, LLCBroker
Metlife Investors Distribution CompanyBroker
MML Investors Services, LLCBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.