Oscar Vega is a registered investment advisor at Creativeone Wealth, LLC, based in Palmetto Bay, FL, with 8 years of industry experience. Oscar 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
Palmetto Bay, FL
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Regulatory History (1)
Employment Separation After Allegations
July 2009Other Business Activities
Oscar is an investor in condo conversion businesses through MCGJ Holdings and Tamach Airport, LLC, dedicating a few hours per week to each. He also spends minimal time as an investor in condo conversions through Tomach Gables Square.
Employment History
Current Registrations
Creativeone Wealth, LLC
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.