Advisor at Compass Capital Management, LLC
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Firm
Compass Capital Management, LLC
Location
Mcalester, OK 74501
Credentials
Series 63, Series 65
Industry experience
11 years
Julie Hokit is a financial advisor with Compass Capital Management, LLC in McAlester, OK, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked in various capacities at Compass Capital Management and Cambridge Investment Research since 2009. Outside of advisory services, she owns independent insurance and financial design businesses and serves as secretary of the Shawnee High School Baseball Booster Club. Compass Capital Management advises individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, focusing on retirement distribution planning and ongoing asset management through Cambridge’s WealthPort wrap programs. The firm combines strategic asset allocation with tactical overlays and employs fundamental, cyclical, and technical analysis to manage portfolios with periodic rebalancing.
Based on Compass Capital Management, LLC
Based on Compass Capital Management, LLC
LifePlan Builder Service fixed fee: $228 (prepaid) or $263.88 annually in monthly or quarterly installments
$1 - $100,000: 1.75% annually $100,001 - $700,000: 1.50% annually $700,001 - $1,000,000: 1.25% annually $1,000,001 - $25,000,000: 1.00% annually $25,000,001+: 0.80% annually
$250 per hour for financial planning services not involving asset management
Account minimum: $25,000 minimum for Asset Management Services, exceptions may be granted at firm's discretion Minimum fee: CAAP program has an annual minimum program fee of $250 per account Fee-only: Financial Planning Services hourly fee: $250/hour; LifePlan Builder Service fixed fee: $228 (prepaid) or $263.88 annually in installments
215 E. Choctaw Avenue, Suite 101
Mcalester, OK 74501
Oklahoma
Cambridge Investment Research Advisors
2024 - Present (2 years)
Cambridge Investment Research, Inc.
2024 - Present (2 years)
Compass Capital Management, LLC
2023 - Present (3 years)
Self Employed
2020 - Present (6 years)
FBL Marketing Services, LLC
2016 - 2020 (4 years)
Farm Bureau
2016 - 2020 (4 years)
Compass Capital Management, LLC
2013 - 2016 (3 years)
Cambridge Investment research, Inc
2010 - 2016 (6 years)
Compass Capital Management, LLC
2009 - 2016 (7 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Mcalester, OK
Compass Capital Management, LLC
Series 63, Series 65
Mcalester, OK
Compass Capital Management, LLC
Series 66
Mc Alester, OK
Edward Jones
Series 63, Series 66
Mcalester, OK
LPL Financial
Series 66
Mcalester, OK
Edward Jones
Series 63, Series 66
Mcalester, OK
Edward Jones
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