Hokin Investment Advisors provides investment management and financial planning services. For investment management, they recommend stocks, mutual funds, or annuities with low annual expense ratios, ETFs, low-cost bond funds, and individual fixed income securities. Financial planning covers investment, retirement, estate, charitable donation, education expense, real estate, mortgage/debt, insurance, lines of credit evaluation, and business/personal financial planning. They also offer pension consulting services to employee benefit plans.
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.