Stokes Family Office LLC

Stokes Family Office LLC is a registered investment adviser founded in 2019 and owned by Gregory Stokes and Douglas Stokes. The firm offers Wealth Management, Retirement Plan Consulting, and Family Office Services. Clients can engage in discretionary or non-discretionary portfolio management, including private placements for Qualified Clients and Accredited Investors. The firm may allocate a portion of a portfolio to separate account managers based on individual client circumstances. Stokes Family Office tailors its services to meet clients' needs, continuously monitoring portfolios and conducting annual reviews. The firm charges fees based on assets under management, with Wealth Management fees ranging from 0.25% to 1.50%. Clients can impose reasonable restrictions on account management. Stokes Family Office recommends the use of custodial services from Fidelity, Schwab, or Pershing for investment accounts. The firm receives software and support from these custodians at no cost. Stokes Family Office does not participate in wrap fee programs and does not accept proxy voting authority. The firm does not have custody of client funds unless authorized for fee deductions. Stokes Family Office does not disclose financial information as it does not require prepayment exceeding $1,200 or have financial conditions impairing client commitments.