EH
EH

Elijah Hawkes

8 Years of Experience
Washington, DC
3 DisclosuresBroker

Elijah Hawkes is a registered investment advisor at Navy Federal Investment Services, LLC, based in Washington, DC, with 8 years of industry experience. Elijah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,424 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
161 advisors
Number of Clients
7,424 clients
Average Client Portfolio
$283K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.15%
$500K - $1.0M1.05%
$1.0M - $2.0M0.95%
$2M+0.85%

Total fees vary depending on the specific third-party manager and program selected. Fees range across programs from roughly 1.07% to 1.34% for the first tier, decreasing for larger balances.

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

Washington, DC

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History

Regulatory History (3)
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Financial
October 2024
Final
Financial
July 2020
Final
Financial
July 2019
Final
Employment History
Current Registrations
Navy Federal Investment Services, LLC
May 2026 - Present · 5 mos
Navy Federal Investment Services, LLC
April 2026 - Present · 6 mos
Navy Federal Investment Services, LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2024 - September 2025 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2024 - September 2025 · 9 mos
Morgan Stanley
July 2019 - November 2024 · 5 yrs 4 mos
Morgan StanleyBroker
July 2019 - November 2024 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2017 - June 2019 · 2 yrs 2 mos
State Registrations10 states
CADCFLGAHIMDNCOKSCVA
AdvisorBrokerBoth

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.
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