Colin Matthew Schwerin

North Star Investment Management Corporation

1 Year of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

North Star Investment Management Corporation

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

2,548 clients

Average Client Portfolio

$895K average

Assets Under Management

$2.3B

Fee Structure

Minimum Investment:$100K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	0.02%
$500K+	0.01%

Fees may be negotiable in certain instances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

489 Taft Avenue, Glen Ellyn, IL, 60137

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

January 2018

Final Disposition

View Full SEC Report How to Read Disclosures

Other 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.