Creative Capital Management Inc.

2650 Camino Del Rio North, Suite 302, San Diego, California 92108

Phone: 619-298-3993

Fax: 619-298-1976



Year practice began: 1975

Number of advisors in office: 2

Number of clients: About 130 different household units

Compensation method: Fee-only

Fee for managing assets: Ranges from 0.6% for managing the first $500,000, up to 0.10% for managing $3 million and up

Hourly rate: $80 to $245

Clientele: Mostly small business and family business owners

Education: Bob, B.S. in commerce and engineering, major in finance, Drexel University, 1970; Peg, B.A., Wheaton College

Certifications: Both CFPs

Previous incarnations: Bob: U.S. Marine Corps; Peg: Professional placement work

Outside interests: Bob: golf, travel, and volunteer work; Peg: gardening, travel, and volunteer work