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CFA

Matthew Schwerin

North Star Investment Management Corporation
21 Years of Experience
Glen Ellyn, IL
View SEC Summary
View SEC Summary

Matthew Schwerin is a CFA-designated registered investment advisor at North Star Investment Management Corporation, based in Glen Ellyn, IL, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,643 clients with $2.5B in assets under management.

North Star Investment Management Corporation
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
2,643 clients
Average Client Portfolio
$947K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K+1.00%

Rates shown are for balanced and equity investments. Fixed income investments are charged 1.00% up to $500,000 and 0.75% over $500,000. Alternative tiered schedule available for certain accounts with a $10,000 minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

489 Taft Avenue, Suite 200, Glen Ellyn, IL, 60137

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History

Regulatory History
Clean regulatory record

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.

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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
September 2005 - Present · 21 yrs 1 mo
State Registrations2 states
CAIL
Advisor

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.

Exams
No exam information available for this advisor.
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