Matthew Blair Showley
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
CCMI LLC's annual investment advisory fee is based on a percentage of the assets managed, billed quarterly in arrears. The rates are 1.0% on the first $1 million, 0.80% on assets between $1,000,001 and $2 million, 0.60% on assets between $2,000,001 and $3 million, and 0.40% on assets exceeding $3 million. Financial planning services range from $2,500 to $10,000, depending on the hours involved, but are provided at no additional fee for investment advisory clients with liquid assets exceeding $4 million. Hourly fees range from $90 to $310. The ideal minimum portfolio size is $500,000, but smaller portfolios may be accommodated.
Areas of Practice
Advisor Information
Office location
6265 Greenwich Drive, Suite 201, San Diego, CA, 92122
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Matthew Blair ShowleyRegulatory History
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
Previous Registrations
Creative Capital Management INC
State Registrations2 states
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.