Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for asset management and portfolio management is 1.25%, negotiable for larger accounts. Fees are calculated and payable quarterly. Financial planning is charged hourly (up to $350/hour) or as a flat fee ($1,500 to $10,000), with a possible retainer. Seminars or workshops may cost $0 to $250. Pension consulting fees are based on a percentage of assets under management, as detailed in the brochure.
Areas of Practice
Advisor Information
Office location
707 Skokie Boulevard, Suite 520, Northbrook, IL, 60062
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
Gary is the president of Hokin Investment Advisors, an investment advisor in Illinois, dedicating nearly full-time hours to its growth and operations. His duties include investment consultation, management, and business development.