CreativeOne Securities (C1S) offers financial planning, consulting, and investment management services. Consulting services include analyzing a client's assets, insurance, and investments to provide recommendations. Financial planning services combine advice on various financial subjects selected by the client. C1S also offers retirement plan services and refers clients to third-party investment advisors. C1S Representatives may receive commissions for selling securities and insurance products, creating a conflict of interest.
Assets Under Management$2.1B
Clients11,317
Advisors142
Avg. per Client$190K
Avg. per Advisor$15M
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Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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.
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Location
142 Advisors at this firm
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