Nolan Stokes
Nolan Stokes is a registered investment advisor at Signal Advisors Wealth, LLC, based in Indiana, PA, with 2 years of industry experience. Nolan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,257 clients with $1.4B 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 | 2.00% |
Maximum annual advisory fee is 2.0%. Fees may vary based on the size of the account, number of accounts, complexity of the portfolio, extent of activity in the account, or other factors agreed upon. Fees are negotiable in certain circumstances.
Fee Estimator
Location
421 Philadelphia Street, Indiana, PA, 15701
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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 ActivitiesSells Insurance
Nolan manages residential property rentals and rehab to resell properties through NG Stokes Properties LLC, dedicating minimal time. He is also a life and annuity insurance producer for multiple carriers through Stokes Retirement Group Limited, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Signal Advisors Wealth, LLC
Previous Registrations
Foundations Investment Advisors LLC
Encompass More Asset Management LLC
State Registrations1 state
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.