Michele Savarese
Michele Savarese is a registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 41 years of industry experience. Michele 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
Get directionsHistory
Regulatory History (14)
Customer Dispute
January 2024Customer Dispute
July 2021Customer Dispute
September 2020Customer Dispute
January 2010Customer Dispute
July 2002Customer Dispute
September 2001Customer Dispute
February 1999Customer Dispute
November 1998Customer Dispute
November 1994Customer Dispute
August 1994Customer Dispute
April 1994Customer Dispute
December 1991Customer Dispute
December 1989Customer Dispute
March 1988Other Business ActivitiesSells Insurance
Michele operates America's Retirement Advisory Group as a DBA, dedicating minimal time to it. She also sells fixed life insurance and annuities under her own name, spending about 10-20% of her time on sales and service.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Presidential Brokerage, INC.
Presidential Brokerage, INC.Broker
Sutro & CO. IncorporatedBroker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations10 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.