Stokes Family Office offers wealth management, retirement plan consulting, and family office services. For wealth management, they manage client investment portfolios, allocating assets among mutual funds, ETFs, and individual securities. They also offer advice on private placements. Family office services include advice on asset allocation, financial planning, estate planning, and insurance consulting. Stokes Family Office does not act as a CPA or attorney.
Assets Under Management$2.5B
Clients698
Advisors12
Avg. per Client$3.5M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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 on a limited basis. Fees may be higher or lower than the fee schedule depending on specific circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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