Laura Schultz
Laura Schultz is a registered investment advisor at Creativeone Wealth, LLC, based in Beachwood, OH, with 4 years of industry experience. Laura 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
2000 Auburn Drive, Suite 200, Beachwood, OH, 44122
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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
Laura owns Schultz Family Enterprises, LLC dba Preservation Retirement Services, an insurance and annuity related business, and spends full-time on securities sales and services. Laura also owns Preservation Investment Services, LLC, an insurance and annuity related business, and spends full-time on securities sales and services.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Ae Wealth Management, LLC
State Registrations1 state
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