Ricardo Cabrera
Ricardo Cabrera is a registered investment advisor at Creativeone Wealth, LLC, based in Las Vegas, NV, with 15 years of industry experience. Ricardo 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
10161 Park Run Drive, Suite 150, Las Vegas, NV, 89145
Get directionsHistory
Regulatory History (3)
Financial
October 2023Customer Dispute
October 2018Customer Dispute
December 2016Other Business ActivitiesSells Insurance
Ricardo maintains bookkeeping records for his financial services business, including his work as an investment advisor representative and fixed insurance agent, dedicating minimal time to this. Ricardo also works as an insurance agent selling life insurance and annuities, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Wittman Capital Management Investment & Estate Counsel,llc
Wittman Capital Management Investment & Estate Counsel,llc
G.F. Investment Services, LLCBroker
The Wealthcare Center
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.