Debra Stokes is a registered investment advisor at Scs Capital Management LLC, based in Gilford, NH, with 16 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 6 more. Their firm serves 589 clients with $49B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are generally 0.75%, are negotiable, and vary based on assets under management, scope of services, and relationship origins. Family relationships are aggregated.
Fee Estimator
Location
Gilford, NH
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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 →Employment History
Current Registrations
Scs Capital Management LLC
Previous Registrations
Lake Street Advisors
Lake Street Advisors, LLC
Ballentine Finn & CO INC
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.
Exams
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