Manly Lee
Manly Lee is a ChFC-designated registered investment advisor at Creativeone Wealth, LLC, based in Birmingham, AL, with 41 years of industry experience. Manly 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
2 Office Park Circle, Suite 1, Birmingham, AL, 35223
Get directionsHistory
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
Manly is involved in several business activities, including insurance and investment sales through Red Mountain Financial, where he dedicates about 10-20% of his time. He also works as an insurance agent/broker for Easy DI, LTC Options, and Medicare Supplement Insurance, and is president of Lee & Lee Inc.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Concourse Financial Group Advisors
First Advisors Capital, INC.
Concourse Financial Group Securities, INC.Broker
Investment Advisors
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Nylife Securities INC.Broker
Protective Equity Services, INC.Broker
Mutual Benefit Financial Service CompanyBroker
Bnl Securities INC.Broker
State Registrations1 state
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.