Douglas Stokes is a CFA-designated registered investment advisor at Stokes Family Office LLC, based in New Orleans, LA, with 14 years of industry experience. Douglas 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
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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
Douglas is the principal of Stokes Asset Management, LLC, a registered investment advisor, dedicating minimal time. He also owns Doug, L.L.C. for private investment holdings and Douglas M. Stokes, L.L.C. for tax purposes, both requiring minimal time.
Employment History
Current Registrations
Stokes Family Office LLC
Previous Registrations
Stokes & Hubbell Capital Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Cetera Advisor Networks LLCBroker
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.