Matthew Schwerin is a CFA-designated registered investment advisor at North Star Investment Management Corporation, based in Glen Ellyn, IL, with 20 years of industry experience. Matthew 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
489 Taft Avenue, Suite 200, Glen Ellyn, IL, 60137
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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
Matthew is a director on the board of Flanagan State Bank and president of Flanagan Bank Holding Company (Home Town Financial Group). These activities are not investment-related.
Employment History
Current Registrations
North Star Investment Management Corporation
State Registrations2 states
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