Mary Lazowski is a registered investment advisor at North Star Investment Management Corporation, based in Chicago, IL, with 43 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,548 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Schedule shown is for balanced and equity portfolios. Fixed income portfolios are charged at a lower rate. Fees may be negotiable.
Fee Estimator
Location
20 N. Wacker Drive, Suite 1416, Chicago, IL, 60606-2902
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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 Activities
Mary works as a registered representative for NewEdge Securities, dedicating minimal time to investment services. She also works full-time as an operations administrator for North Star Investment Management Corporation.
Employment History
Current Registrations
North Star Investment Management Corporation
Previous Registrations
Newedge Securities, INC.Broker
North Star Investment Services, INC.Broker
North Star Investment Services
First Albany CorporationBroker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Everen Securities, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
Horwitz, Schakner & Associates, INC.Broker
L. F. Rothschild & CO. IncorporatedBroker
State Registrations1 state
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