Hokin Investment Advisors INC.
Assets Under Management
$42.6M
Number of Clients
74
Number of Advisors
3
Average Client AUM
$576K
AUM per Advisor
$14.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hokin Investment Advisors provides asset management and financial planning services. They manage securities accounts, recommend investments based on client goals and risk tolerance, and offer standalone financial planning and consulting services. They also offer pension consulting services to employee benefit plans.
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
Location
707 Skokie Boulevard, Suite 520, Northbrook, IL, 60062