Shari Bevan is a ChFC-designated registered investment advisor at Creativeone Wealth, LLC, based in Greenville, SC, with 9 years of industry experience. Shari 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
330 E. Coffee Street, Greenville, SC, 29601
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Regulatory History (1)
Regulatory
December 2002Other Business Activities
Shari is an attorney at law specializing in estate and tax planning through her law office. This takes a few hours per week, with minimal time during trading hours.
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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