Emily Hokanson
Emily Hokanson is a registered investment advisor at Abens Financial Services INC, based in Edina, MN, with 10 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 89 clients with $100M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule. Such fees are determined at the Advisor’s sole discretion.
Fee Estimator
Location
4926 Lincoln Drive, Edina, MN, 55436
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
Emily is a life, health, and accident insurance agent with Vivent Solutions since 2015, dedicating minimal time to this role. She also owns EMI-CO, where she works as a chef, handles sales, and acts as CFO, also dedicating minimal time, and is a partner in 1erLLC, an investment partnership with no duties, and performs administrative duties for Arnold Abens LLC.
Employment History
Current Registrations
Abens Financial Services INC
Previous Registrations
Apw Capital, INC.Broker
State Registrations2 states
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.