Stokes Capital Advisors, LLC offers investment advisory services to individuals and other clients. SCA provides asset management and investment consulting services to help clients meet their financial goals. SCA offers Comprehensive Portfolio Management, which includes asset management and financial planning or consulting services. SCA may utilize sub-advisory services of a third-party investment advisory firm.
Assets Under Management$500M
Clients289
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$500M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Minimum annual fee of $2,000 may be waived at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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