William Monroe
William Monroe is a registered investment advisor at Creativeone Securities, LLC, based in Orange, TX, with 26 years of industry experience. William 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
7254 Hwy 87 N, Orange, TX, 77632
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is the owner/agent of Advanced Financial Services LLC, selling life insurance and annuities since 1998, dedicating nearly full-time hours to this. He is also a board member of Champion Oaks Ranch, a non-profit home for at-risk children, spending minimal time on this activity.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Securities, LLC
Previous Registrations
Cape Investment Advisory, INC.
American Global Wealth Management, INC.Broker
Changepath, LLC
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
D.H. Hill Advisors, INC.
D.H. Hill Securities LLPBroker
Butler Freeman Tally Financial Group
Professional Partners Corporation
Butler Freeman Tally Financial Group, LLCBroker
Signal Securities, INC.Broker
Woodlands Securities CorporationBroker
State Registrations9 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.