Aimee
Charrier
Stokes Family Office LLC
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About this Advisor
Aimee Charrier is a financial advisor who works in New Orleans, Louisiana with a total of 1 year of relevant experience. Charrier is on the advisory team at Stokes Family Office LLC. Charrier has gained experience at Hancock Bank, Hancock Investment Services, Inc, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Charrier is able to advise clients in Louisiana. Stokes Family Office LLC is a registered investment company based out of New Orleans, LA. It has a total of eight people on staff. It administers $2 billion in assets under management between its 1,820 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 1,820 customer accounts, 36% are associated with high-net-worth investors who have more than $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees are based on which services are provided. However, fee types charged by Stokes Family Office LLC likely include some combination of asset-based, hourly, fixed and performance-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Stokes Family Office LLC Brokerage Details
$1,556,312,226
8
1,820
$855,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Aimee Charrier Work History
Aimee has been registered as a financial advisor for 1 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Hancock Bank
Hancock Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aimee Charrier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stokes Family Office LLC
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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