Creativeone Securities, LLC
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Learn more about Creativeone Securities, LLC
Creativeone Securities, LLC is a financial advisor firm headquartered in Leawood, Kansas. The firm controls $1.7 billion in assets across 20,986 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management (AUM). Creativeone Securities, LLC has a large team, including 118 financial advisors. Creativeone Securities, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and stocks.
Creativeone Securities, LLC oversees more than half of the firm's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by a portfolio manager without needing to seek the client's consent. Creativeone Securities, LLC also administers 36 non-discretionary accounts totaling $69.2 million in assets. Creativeone Securities, LLC's average account size is $81,813. The typical financial advisor at Creativeone Securities, LLC manages about 178 client accounts.
Creativeone Securities, LLC's main office is at 6330 Sprint Parkway, Suite 400, Leawood, Kansas 66211. The company is permitted to serve clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Creativeone Securities, LLC by the Numbers
Products and Services
Creativeone Securities, LLC provides a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the prior fiscal year, the firm provided financial planning services to 11-25 of its clients. The company is involved in selling products or offering services aside from investment advice to its customers. The company is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
Offered by 46% of firms
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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This is the hosting of seminars or workshops to educate investors on financial concepts.
Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Creativeone Securities, LLC can be comprised of any combination of the following fee structures: asset-based or hourly. The firm participates in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 21% of firms
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 26% of firms that offer this fee type
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
Creativeone Securities, LLC provides services to retail investors, high net worth investors, pension plans and corporations. Out of its 20,986 accounts, Creativeone Securities, LLC's largest client type is retail investors, although it also caters to 3,493 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 16.64%
- Other Individuals - 83.24%
- Corporations - 0.12%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Creativeone Securities, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Creativeone Securities, LLC
Jefferson City, MO
Owings Mills, MD
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