David Stokes
David Stokes is a CFP-designated registered investment advisor at Stokes Family Office LLC, based in New Orleans, LA, with 42 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 698 clients with $2.5B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable on a limited basis. Fees may be higher or lower than the fee schedule depending on specific circumstances.
Fee Estimator
Location
1100 Poydras St, Ste. 2775, New Orleans, LA, 70163
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
David is a licensed insurance agent selling fixed insurance products since 1982, dedicating a few hours per week to this activity. He also manages Stokes Asset Management LLC, Whitefish Laplaya LLC, Dave Greg Doug L.L.C., and NOLA Family LLC, spending minimal time on each.
Employment History
Current Registrations
Stokes Family Office LLC
Previous Registrations
Stokes & Hubbell Capital Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Stokes & Hubbell Capital Management INC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Financial Planners Equity CorporationBroker
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.