Michael Axton
Michael Axton is a ChFC-designated registered investment advisor at Creativeone Securities, LLC, based in Laurel, MS, with 40 years of industry experience. Michael 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
541 Central Avenue, Suite B, Laurel, MS, 39440
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2017Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Michael owns Mike Axton & Associates, selling and servicing fixed insurance products, dedicating about 10% of his time. He is also an independent representative for Rasberry Producer Group, selling life insurance and fixed annuities since 2008, spending a few hours per week.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service Corporation
Mutual Service CorporationBroker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations3 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.