Caroline Sarles is a CFP-designated registered investment advisor at Hokin Investment Advisors INC., based in Northbrook, IL, with 2 years of industry experience. Caroline 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
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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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Current Registrations
Hokin Investment Advisors INC.
State Registrations1 state
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