CLYM LLC provides financial planning and investment management. CLYM helps clients make financial decisions aligned with their goals, offering periodic reviews. Based on the financial plan and risk preference, CLYM designs, implements, monitors, and rebalances investment portfolios. CLYM coordinates with clients' other professionals, such as attorneys and accountants. CLYM is a fee-only firm and does not receive commissions.
Assets Under Management$3M
Clients5
Advisors1
Avg. per Client$590K
Avg. per Advisor$3M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
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.
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