Sam Magdalein
Sam Magdalein is a registered investment advisor at Creativeone Wealth, LLC, based in Ponte Vedra Beach, FL, with 3 years of industry experience. Sam 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
40 Tavernier Drive, Ponte Vedra Beach, FL, 32081
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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
Sam is the CEO of Collaborative Financial Strategies, Inc. dba Stratton & Company since 2012, focusing on management, operations, and marketing, while also being involved in life insurance and annuity sales. This takes about 10-20% of Sam's time.
Employment History
Current Registrations
Creativeone Wealth, LLC
State Registrations1 state
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