Christine Gibson
Christine Gibson is a registered investment advisor at Creativeone Wealth, LLC, based in San Francisco, CA, with 36 years of industry experience. Christine 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
100 Pine Street, Suite 1250, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1999Other Business Activities
Christine owns rental property since 2005, overseeing the property, reviewing rental agreements, paying insurance, and handling maintenance. This requires minimal time.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Sorrento Pacific Financial, LLCBroker
Partnervest Securities, INC.Broker
Partnervest Advisory Services LLC
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Charles Schwab & CO., INC.Broker
Alex. Brown & Sons IncorporatedBroker
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.