Matthew Showley is a CFP-designated registered investment advisor at Creative Capital Management Investments LLC, based in San Diego, CA, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 285 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees may be negotiable. Similarly situated clients could pay different fees.
Fee Estimator
Contact
Matthew Showley
Location
6265 Greenwich Drive, Suite 201, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Creative Capital Management Investments LLC
Previous Registrations
Creative Capital Management INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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.