Kimberly Vesely is a CFP-designated registered investment advisor at Northill Aims, LLC, based in Dallas, TX, with 17 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 120 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual advisory fee is 2.25%, which may include any independent third-party manager. Fees are negotiable.
Fee Estimator
Location
7709 Lone Moor Circle, Dallas, TX, 75248
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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 →Employment History
Current Registrations
Northill Aims, LLC
Previous Registrations
Fullcircle Wealth LLC
Triad Advisors LLCBroker
Quest Capital Management, INC.
Raymond James Financial Services, INC.Broker
Dewaay Advisory
Dewaay Financial Network, LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations1 state
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.
Exams
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