Matthew Henry Schwerin
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Fees may be negotiable in certain instances with pre-approval from Senior Management.
Fee Estimator
North Star charges a "wrap fee" for advisory services and transaction execution. For balanced and equity portfolios, the fee is 2.00% on assets up to $500,000 and 1.50% on assets over $500,000. For fixed income portfolios, the fee is 1.50% on assets up to $500,000 and 1.25% on assets over $500,000. These fees are annualized and charged quarterly in arrears. Fees may be negotiable in certain instances with pre-approval from Senior Management. Wrap accounts sponsored by other financial institutions are generally charged 0.50% of AUM.
Areas of Practice
Advisor Information
Office location
489 Taft Avenue, Suite 200, Glen Ellyn, IL, 60137
Get directionsRegulatory 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.