Aaron Vasil
Aaron Vasil is a registered investment advisor at North South Capital, LLC, based in New Lenox, IL, with 23 years of industry experience. Aaron 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
321 West Maple Street, Suite 100, New Lenox, IL, 60451
Get directionsHistory
Regulatory History (2)
Judgment / Lien
April 2011Judgment / Lien
November 2010Other Business ActivitiesSells Insurance
Aaron is a partner at Fundamental Financial Group LLC, offering life, health, and fixed insurance products to securities-based clients upon request, dedicating a few hours per week. He also teaches college approximately one night per month.
Employment History
Current Registrations
North South Capital, LLC
North South Capital, LLCBroker
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
Kws Associates, INC.Broker
State Registrations8 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.