Antonio Stokes Advisors offers investment management services on both a discretionary and non-discretionary basis. They also provide financial planning services, which include evaluating a client's current and future financial state, retirement planning, risk management, tax reduction strategies, and estate preservation. Antonio Stokes Advisors also provides ERISA plan services to qualified retirement plans.
Assets Under Management$7.9M
Clients60
Advisors1
Avg. per Client$130K
Avg. per Advisor$7.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.25% |
| $500K+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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