Colin Schwerin
Colin Schwerin is a registered investment advisor at North Star Investment Management Corporation, based in Glen Ellyn, IL, with 2 years of industry experience. Colin 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.
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 | 1.50% |
| $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
Location
489 Taft Avenue, Glen Ellyn, IL, 60137
Get directionsHistory
Regulatory History (1)
Criminal
January 2018Other Business Activities
Colin works as a financial advisor for CAPS Financial Group, offering financial planning services through North Star. This activity takes a few hours per week.
Employment History
Current Registrations
North Star Investment Management Corporation
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.
Exams
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