Arthur Joseph Kole

Stonex Advisors INC.

31 Years of Experience

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Firm Information

Stonex Advisors INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

250 advisors

Number of Clients

9,894 clients

Average Client Portfolio

$456K average

Assets Under Management

$4.5B

Fee Structure

Minimum Investment:$5K

Minimum Annual Fee:$200

Management fees for asset management services are negotiated between you and your financial advisor, with a minimum of 0.10% or $200 per year (whichever is greater), or $300 for UMA accounts. The maximum annual management fee is 2.00% of assets, except for annuity allocations which have a maximum of 1.50%. For the American Funds F2 platform, the fee is 0.80% on assets less than $249,999 and 0.55% on assets of $250,000 or more. AFS charges a one-time $10 setup fee and a $10 annual fee for IRAs and Coverdell ESAs.

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Areas of Practice

Retirement PlanningCharitable GivingEducation PlanningInsurance Planning

Advisor Information

Office location

2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243

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Regulatory History (1)

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