Charles Sawyer
Charles Sawyer is a registered investment advisor at Creativeone Securities, LLC, based in Ft Myers, FL, with 37 years of industry experience. Charles 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
Ft Myers, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2009Regulatory
July 2004Regulatory
May 1998Other Business ActivitiesSells Insurance
Charles is the owner of The Sawyer Group, offering financial planning and selling fixed, indexed, long-term care, disability, and life insurance, as well as Medicare Supplements, dedicating nearly full-time hours to this. He is also a member of the Finance Committee at Bon Air Country Club, spending minimal time on this activity.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Aig Financial Advisors, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
Franklin Financial Services CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations27 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.