Advisor at North Shore Capital Group Investment Advisors, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
North Shore Capital Group Investment Advisors, Inc
Location
Lake Forest, IL 60045
Credentials
Series 65
Industry experience
4 years
Darrel Rolls is a financial advisor at North Shore Capital Group Investment Advisors, Inc with four years of industry experience. He holds a Series 65 designation and has been with North Shore Capital Group since 2017. Outside of advisory work, he is the managing member of TabulaRasa Integrative Health Inc., a mental therapy practice. North Shore Capital Group Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using a range of investment vehicles and employs fundamental, technical, and cyclical analysis with a long-term orientation, tailoring strategies to each client’s goals and risk tolerance.
Based on North Shore Capital Group Investment Advisors, Inc
Based on North Shore Capital Group Investment Advisors, Inc
up to 2.00% annually, fees are negotiable and based on factors including asset level and service complexity
Certain advisory persons licensed as insurance agents receive commissions for insurance products sold, separate from advisory fees
Financial planning services at $300 per hour for clients under $500,000 or standalone engagements
Account minimum: $500,000 under management to receive financial planning services as part of investment management services; no general minimum relationship size for investment advisory services Fee-only: Financial planning services offered on an hourly basis at $300/hour for clients under $500,000 or standalone engagements
One Westminster Place, Suite 110 A
Lake Forest, IL 60045
Illinois · Texas · Wisconsin
North Shore Capital Group Investment Advisors, Inc
2017 - Present (9 years)
Cardinal Health
2015 - 2016 (1 year)
Student
2013 - 2018 (5 years)
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Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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