Stokes Family Office manages investment portfolios and offers comprehensive wealth management, retirement plan consulting, and family office services for individuals, families, and businesses. Stokes Family Office builds customized investment and asset allocation strategies using mutual funds, exchange-traded funds, exchange-traded notes, individual debt and equity securities, and private placements for qualified clients. The firm also utilizes independent third-party separate account managers and model portfolios when appropriate. Stokes Family Office specializes in working with high-net-worth individuals and families, corporate executives, and business owners, offering advice on asset allocation, portfolio construction, financial planning, family governance, succession planning, estate planning, tax-efficient strategies, and charitable giving.
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.