Sharon Egan
Sharon Egan is a CFP-designated registered investment advisor at North Star Investment Management Corporation, based in Chicago, IL, with 14 years of industry experience. Sharon 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
Get directionsHistory
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 ActivitiesSells Insurance
Sharon is a licensed insurance producer in Illinois since 2007, focusing on life and health insurance sales, dedicating a few hours per week. She also teaches a class at Northern Trust Co., which is not investment-related and takes minimal time.
Employment History
Current Registrations
North Star Investment Management Corporation
Previous Registrations
Spc
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.