Jonathan Hokin is a registered investment advisor at Hokin Investment Advisors INC., based in Northbrook, IL, with 9 years of industry experience. Jonathan 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jonathan works full-time for Hokin Investment Advisors, managing client portfolios, retirement plans, and handling business development. This activity is investment-related.
Employment History
Current Registrations
Hokin Investment Advisors INC.
Previous Registrations
First Sovereign SecuritiesBroker
State Registrations1 state
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