Michael Graber
Michael Graber is a registered investment advisor at Creativeone Wealth, LLC, based in Loogootee, IN, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,725 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Wealth (C1W) manages investment portfolios for a fee, which is negotiable and typically ranges from 0.25% to 2.25% of the assets managed. The fee covers analysis, ongoing advisory services, and access to C1W's online platform. Fees are deducted from the client's investment account monthly or quarterly. The rate charged may increase or decrease depending on the model portfolio chosen. C1W also offers a "Total Rate Method" where the rate remains constant regardless of the portfolio selected.
Location
200 East Broadway St., Loogootee, IN, 47553
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an insurance agent for Compass Retirement Advisors LLC, though he spends no time on it. He also manages daily sales activity for The Insurance Shop, Inc., selling property and casualty insurance, life, and fixed annuities, dedicating about a quarter of his time. Additionally, Michael works as an insurance agent for Gradient and Rasberry Producer Group, selling fixed insurance, life, and annuities, spending a few hours per week on each.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Gradient Advisors, LLC
State Registrations1 state
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