Carmel York is a registered investment advisor at Clym LLC, based in Marina, CA, with 4 years of industry experience. Carmel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Real Estate Investing, and 2 more. Their firm serves 5 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CLYM LLC's fees for investment management are based on the value of your investments each quarter, subject to a minimum fee of $1,250 per quarter. CLYM may charge a flat retainer fee instead of or in addition to an asset-based fee depending on the circumstances.
Location
Marina, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carmel is the VP of Sales at Optifunder LLC, a subscription software company for mortgage automation, since January 2021. Carmel dedicates nearly full-time hours to this role, with half of that time occurring during trading hours, performing normal sales functions.
Employment History
Current Registrations
Clym LLC
State Registrations2 states
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