BH
BH

Bobby Hinkle

15 Years of Experience
Edmond, OK
Sells Insurance

Bobby Hinkle is a registered investment advisor at Main Street Investment Management, based in Edmond, OK, with 15 years of industry experience. Bobby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 262 clients with $66M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
262 clients
Average Client Portfolio
$252K average
Assets Under Management
$66.1M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.90%
$3M+0.80%

The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13920 N. Western Ave, Edmond, OK, 73013

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Bobby is a drummer for Psymbience, a music group, and spends about 10-20% of his time on this. He is also involved in mortgage loan origination, tax referral services, business consulting, insurance sales and service, and charitable advising, dedicating a significant amount of time to insurance sales and service.

Employment History
Current Registrations
Main Street Investment Management
May 2012 - Present · 14 yrs
Previous Registrations
Elite Investment Team LLC
October 2018 - October 2020 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2010 - February 2012 · 1 yr 9 mos
State Registrations2 states
OKTX
Advisor

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
No exam information available for this advisor.
Bobby Hinkle - Financial Advisor | TrueAdvisor