Carolyn Mcclinton
Carolyn Mcclinton is a registered investment advisor at Global View Capital Management LLC, based in Merrillville, IN, with 20 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
2646 W. Lincoln Highway, Suite C, Merrillville, IN, 46410
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2006Other Business ActivitiesSells Insurance
Carolyn is a board member of Miller Community Fund, dedicating minimal time. She also owns Professional Management Group, handling administration and accounting, which takes about a quarter of her time. Carolyn is also an insurance agent for Global View Capital Insurance Services, LLC and Experior Financial Group, Inc., marketing and selling fixed insurance products, life insurance, long-term care, disability insurance, and annuities, which takes about a quarter of her time.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
The Strategic Financial Alliance
Investment Advisors International, INC.
Intersecurities, 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.