Ree Grossman
Ree Grossman is a registered investment advisor at North South Capital, LLC, based in Chicago, IL, with 25 years of industry experience. Ree 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, Retirement Planning, and 1 more. Their firm serves 133 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
North South Capital charges an annual fee for investment management that varies between 0.75% and 2.00% of the value of your portfolio. The fee is charged quarterly in advance, and is pro-rated for partial quarters. Fees may be negotiable.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ree is involved with insurance products and serves on a local school council board, dedicating a few hours per week outside of business hours without compensation.
Employment History
Current Registrations
North South Capital, LLC
North South Capital, LLC
North South Capital, LLCBroker
Previous Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Morgan Stanley
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.