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Carolyn Mcclinton

Global View Capital Management LLC
21 Years of Experience
Merrillville, IN
1 DisclosureSells Insurance
View SEC Summary
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Carolyn Mcclinton is a registered investment advisor at Global View Capital Management LLC, based in Merrillville, IN, with 21 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 clients with $780M in assets under management.

Global View Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
3,819 clients
Average Client Portfolio
$203K average
Assets Under Management
$775.2M

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2646 W. Lincoln Highway, Suite C, Merrillville, IN, 46410

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
The Strategic Financial Alliance
November 2010 - December 2013 · 3 yrs 1 mo
Investment Advisors International, INC.
July 2006 - November 2010 · 4 yrs 4 mos
Intersecurities, INC.
September 2005 - August 2006 · 11 mos
State Registrations2 states
INTX
Advisor

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
No exam information available for this advisor.
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