Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Program Fees may be negotiated and may differ from client to client. The annual program fee paid to GVCM in the above schedule cannot exceed 1.0%; the annual advisory fee paid to the IAR cannot exceed 1.4%. Annual total of IAR advisory fee plus program fee cost cannot exceed 2.4%.
Fee Estimator
GVCM charges a monthly fee based on the average daily balance of your account. The annual program fee cannot exceed 1.0%, and the annual advisory fee paid to the IAR cannot exceed 1.4%, with a total annual fee not exceeding 2.4%. Fees are negotiable and may vary. Financial planning is offered at a rate not to exceed $350 per hour, plus expenses. This fee is refunded if you implement product solutions with GVCM.
Areas of Practice
Advisor Information
Office location
2646 W. Lincoln Highway, Suite C, Merrillville, IN, 46410
Get directionsRegulatory 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.