CFP
CFP
Brian William Matter
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 Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Brian William Matter
Location
6265 Greenwich Drive, Suite 201, San Diego, CA, 92122
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Creative Capital Management Investments LLC
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Creative Capital Management INC
February 2014 - May 2017 · 3 yrs 3 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Brian has been helping CCMI client’s with their investment and financial planning needs since joining the CCMI team in June 2010. Brian previously worked at Ernst & Young LLP as a Senior Manager where he helped oversee the Advisory Services team in San Diego. Knowing that he has an impact in client’s lives by helping them make smart financial decisions is what drives him to come to work each day.
Contact
Brian William Matter