Matthew Blair Showley
MS
CFP
Matthew Blair Showley
MS
CFP

Matthew Blair Showley

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
285 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$668.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $3.0M0.60%
$3M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Matthew Blair Showley
MS
Matthew Blair Showley

Location

6265 Greenwich Drive, Suite 201, San Diego, CA, 92122

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Creative Capital Management Investments LLC
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Creative Capital Management INC
March 2014 - May 2017 · 3 yrs 2 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Additional Information

Since joining the CCMI team in 2006, Matt has significantly streamlined our investment management and financial planning processes and implemented new strategies as the lead advisor for our First Step Financial Planning clients.  Matt works with a wide range of clients in the areas of portfolio management and financial planning and enjoys helping them answer complex questions. His approach breaks down client questions in order to help individuals better understand their finances and why we’ve made specific recommendations to help improve their financial lives.

Matthew Blair Showley
MS
Contact
Matthew Blair Showley