Julie Hokit
Julie Hokit is a registered investment advisor at Compass Capital Management, LLC, based in Mcalester, OK, with 11 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 231 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $700K | 1.50% |
| $700K - $1.0M | 1.25% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.80% |
Account fees are negotiable and subject to discounts on an account-by-account basis. There is a $250 minimum annual program fee per account.
Fee Estimator
Location
215 E. Choctaw Avenue, Suite 101, Mcalester, OK, 74501
Get directionsHistory
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 ActivitiesSells Insurance
Julie is an independent insurance agent for various companies through Insurance and Financial Design LLC, taking nearly full-time hours, and spends minimal time as owner of Hokit Financial Services, LLC. She also serves as Secretary for both IncreaseMyBiz, Inc. and Shawnee High School Baseball Booster Club, dedicating a few hours per week to each.
Employment History
Current Registrations
Compass Capital Management, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Fbl Marketing Services, LLCBroker
Compass Capital Management, LLC
Cambridge Investment Research, INC.Broker
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.