Hokin Investment Advisors provides portfolio management, investment supervision, and standalone financial planning services. Established in 2006 and based in Northbrook, Illinois, the firm builds customized investment portfolios using stocks, bonds, exchange-traded funds, mutual funds, and other low-cost solutions tailored to each client's risk tolerance, goals, and tax situation. The firm operates as a registered investment advisor and acts in a fiduciary capacity to put client interests first. In addition to managing individual wealth, Hokin Investment Advisors offers pension consulting services for employee benefit plans and educational seminars on personal finance topics.
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.