Stoke Capital offers continuous advice on investing client funds based on individual needs. They develop a personal investment policy and manage a portfolio based on that policy. Stoke Capital manages accounts on a discretionary or non-discretionary basis, considering client objectives and tax implications. They also offer consulting services on investment planning and financial concerns.
Assets Under Management$87M
Clients17
Advisors1
Avg. per Client$5.1M
Avg. per Advisor$87M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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