Gary Hokin is a registered investment advisor at Hokin Investment Advisors INC., based in Northbrook, IL, with 30 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 74 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hokin Investment Advisors manages investment portfolios for a fee that does not exceed 1.25% annually. The fee is calculated quarterly based on the value of your investments at the end of each quarter. The fee is adjusted for any deposits or withdrawals made during the quarter. Fees are negotiable, and larger accounts may qualify for a lower annual fee percentage.
Location
707 Skokie Boulevard, Suite 520, Northbrook, IL, 60062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Hokin Investment Advisors INC.
Previous Registrations
Hokin Investment Advisors INC.
First Sovereign SecuritiesBroker
State Registrations1 state
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