CreativeOne Wealth, LLC manages investment portfolios and provides comprehensive financial planning services through independent investment adviser representatives. The firm offers discretionary and non-discretionary asset management, utilizing model portfolios consisting primarily of exchange-traded funds and mutual funds, as well as third-party managers and individual securities. In addition to investment management, the firm offers comprehensive financial planning covering retirement, insurance, cash flow, debt, education, and estate planning, along with investment consultative retainers and retirement plan consulting. CreativeOne Wealth serves individuals, high-net-worth individuals, businesses, and retirement plans, custodying client assets with firms such as Charles Schwab, Fidelity, and Betterment Securities.
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.