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, High Net Worth, and 5 more. Their firm serves 88 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25%. Fees are negotiable, and larger accounts may be managed at a lower percentage. Minimum quarterly fees may apply.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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