Michael Miller
Michael Miller is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 4 years of industry experience. Michael 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
6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
Regulatory
July 2014Other Business ActivitiesSells Insurance
Michael is the President/CEO and has 10% ownership of CreativeOne, an insurance marketing, brokerage, and sales company. He dedicates full-time hours during trading hours and about a quarter of his time during trading hours to directly oversee all business and operations.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Creativeone Securities, 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.
Exams
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