Brittany Slater-Gautreau is a registered investment advisor at Creativeone Wealth, LLC, based in Eagle, ID, with 11 years of industry experience. Brittany 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.
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.
776 E. Riverside Drive, #206, Eagle, ID, 83616
Get directionsBrittany owns Tenacity Inc. DBA Tenacity Wealth Management, managing its 401k plan and brokerage account, dedicating a few hours per week. She is also a Managing Member/Part Owner of ZandT Holdings LLC, a real estate rental management company, and Secretary of the Board for Mountain States Policy Center, each requiring a few hours per week.
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