Taylor Stokes is a CFA-designated registered investment advisor at Stokes Capital Advisors, LLC, based in Greenwood, SC, with 10 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 289 clients with $500M 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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Minimum annual fee of $2,000 may be waived at the firm's discretion.
Fee Estimator
Location
101 Venture Court, Greenwood, SC, 29649
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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 Activities
Taylor is the 100% owner of Paradiddle Properties, LLC, a property management company created to own and operate the office building where Stokes Capital Advisors, LLC rents. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Stokes Capital Advisors, LLC
State Registrations2 states
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