Lauren White is a CFP, ChFC-designated registered investment advisor at Creativeone Wealth, LLC, based in Flowood, MS, with 7 years of industry experience. Lauren 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
2506 Lakeland Drive, Suite 505, Flowood, MS, 39232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lauren works as a financial advisor for American Seniors Benefit, Inc., dedicating about half of her time. She is also an insurance agent and owner at Senior Benefit Services of MS, LLC, selling life insurance and annuities, also taking about half of her time. Additionally, Lauren serves as a FINRA dispute resolution services arbitrator, dedicating minimal time.
Employment History
Current Registrations
Creativeone Wealth, 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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