Michael Miller
Michael Miller is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 3 years of industry experience. Michael 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
6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211
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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.