Gregory Timofeyev
Gregory Timofeyev is a registered investment advisor at Creativeone Wealth, LLC, based in Ponte Vedra, FL, with 3 years of industry experience. Gregory 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
40 Tavernier Dr., Suite C,, Ponte Vedra, FL, 32081
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2024Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
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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