North South Capital provides investment portfolio construction and management, retirement plan advisory services, and financial plans. As a registered broker-dealer and insurance agency, North South Capital's representatives may receive commissions, creating a potential conflict of interest. The firm addresses this conflict through disclosure and transaction reviews.
Assets Under Management$31M
Clients133
Advisors4
Avg. per Client$230K
Avg. per Advisor$7.8M
Fee Structure
Investment management only (planning not offered)
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.
Loading...