Sangmin Kim is a CFP-designated registered investment advisor at Creativeone Wealth, LLC, based in Novi, MI, with 8 years of industry experience. Sangmin 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
Novi, MI
Get directionsHistory
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
Sangmin is an agent at The Alliance Insurance Group, recommending and selling insurance products, dedicating full-time hours to this role. Sangmin also works full-time as a Wealth Advisor for Wise Wealth Stewardship Inc., offering financial advisory services.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Integrity Advisory Solutions
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Royal Alliance Associates, INC.Broker
Signator Investors, 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.
Exams
More Advisors
- Mitchell Kennedy, CFP, PFSMariner
- Scott Fishel, CFP, ChFCCreative Planning
- Eric Wathen, CFAProvident Investment Management, INC.
- Jacob Wasko, CFPMariner
- Ann Shadle, CFPDahring | Cusmano and Associates
- Steven Gordon, CFPFortis Capital Advisors, LLC