Danny Ward
Danny Ward is a registered investment advisor at Creativeone Wealth, LLC, based in Gainesville FL, FL, with 31 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.
Fee Estimator
Location
3921 NW 97th BLVD, Suite102, Gainesville FL, FL, 32606
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2015Customer Dispute
September 2012Other Business ActivitiesSells Insurance
Danny is the president of C10 Financial, where he sells health, life, annuity, and long-term care insurance products. This takes about three-quarters of his time, with about half of his time spent during securities trading hours.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Retirement Wealth Advisors, LLC
Bedrock Investment Advisors
Planmember Securities Corporation
Planmember Securities CorporationBroker
Legend Advisory CORP
Legend Equities CorporationBroker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Calton & Associates, INC.Broker
Garco Equity Sales, INC.Broker
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.