Stephen Truesdale
Stephen Truesdale is a registered investment advisor at North South Capital, LLC, based in New Lenox, IL, with 4 years of industry experience. Stephen 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, 60451-4409
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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
Stephen owns and manages a duplex investment property in Cedar Lake, IN, generating rental income. He also sells fixed insurance products to clients upon request.
Employment History
Current Registrations
North South Capital, LLC
North South Capital, LLCBroker
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.