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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
March 01, 2005 at 02:00 AM
Creative Capital Management Inc.
2650 Camino Del Rio North, Suite 302, San Diego, California 92108
Phone: 619-298-3993
Fax: 619-298-1976
Web address:www.creativecapitalmgt.com
E-mail: [email protected]; [email protected]
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
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