Kimberly Vesely is a CFP-designated registered investment advisor at Northill Aims, LLC, based in Dallas, TX, with 16 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Northill Aims offers investment management services for an annual fee based on the amount of your portfolio. The maximum annual advisory fee is 2.25%, which includes any independent third-party manager fees. Fees are assessed quarterly in advance, based on the portfolio's value on the last trading day of each calendar quarter. Fees may be negotiable.
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 Financial Network, LLCBroker
Dewaay Advisory
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.