Rachael Richard is a CFP-designated registered investment advisor at Stokes Family Office LLC, based in New Orleans, LA, with 8 years of industry experience. Rachael 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, Corporate Executives, and 6 more. Their firm serves 795 clients with $3.4B 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 based on the complexity of services and client circumstances. Private placement advisory services may incur separate performance-based fees and fixed or ongoing capital placement fees.
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 →Employment History
Current Registrations
Stokes Family Office LLC
Previous Registrations
J.P. Morgan Securities LLC
Stokes Family Office LLC
Stokes & Hubbell Capital Management, LLC
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
More Advisors
- Hannah Tucker, CFPStokes Family Office LLC
- Devin Brieske, CFPStokes Family Office LLC
- Gregory Stokes, CFPStokes Family Office LLC
- Patrick Mckay, CFPStokes Family Office LLC
- Charles Tiblier, CFPStokes Family Office LLC
- Douglas Stokes, CFAStokes Family Office LLC