CreativeOne Securities provides financial planning, consulting, and investment management services to individuals, businesses, and retirement plans. The firm offers several avenues for managing investments, including custom portfolio management through their own platform, third-party money manager referrals, and discretionary trading through qualified custodians like Charles Schwab. Clients can also receive personalized financial planning and consulting covering retirement, taxes, insurance, and estate planning. In addition to investment advisory services, CreativeOne Securities operates as a securities broker-dealer and many of its representatives are licensed insurance agents, creating potential conflicts of interest regarding product commissions. The firm specializes in helping clients develop comprehensive financial strategies, manage retirement accounts, and build diversified investment portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.