CreativeOne Wealth (C1W) offers asset management and financial planning services to individuals, families, and businesses. C1W manages investment portfolios based on clients' goals and risk tolerance. Financial planning services include investment planning, insurance advice, retirement planning, and estate planning. C1W also offers investment consultative retainer services. IARs are generally independent contractors under the supervision of C1W.
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.