GM

Guillermo Espinosa Montaudon

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
148 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$225.1M

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:$2,500 - $10,000
Hourly Rate:$200/hr

StoneX International Advisors charges a maximum of 2.0% for Discretionary Accounts and Model Portfolios, and up to 1.50% for Limited-Discretionary Accounts. Fees are negotiable and based on assets under management, charged quarterly in arrears. Financial planning services are offered for an hourly rate of $200 or a fixed fee ranging from $2,500 to $10,000, negotiated based on complexity. Estate planning fees are fixed. Concierge service fees are negotiated and may include a minimum or maximum annual fee. Brokerage accounts with StoneX International Securities incur a flat fee of up to $35 per transaction.

Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Loading...

Advisor Information

Office location

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Guillermo is an Investment Adviser Representative with Intercam Advisors, Inc. and a Registered Commodities Representative with Intercam Futures, Inc.

Employment History
Current Registrations
Stonex International Advisors INC
August 2023 - Present · 2 yrs 5 mos
Stonex International Securities INC.
July 2022 - Present · 3 yrs 6 mos
Stonex International Securities INC.Broker
July 2022 - Present · 3 yrs 6 mos
Previous Registrations
Tradition Securities and Derivatives INC.Broker
August 2019 - July 2020 · 11 mos
Xp Securities, LLCBroker
March 2017 - July 2019 · 2 yrs 4 mos
Icap Corporates LLCBroker
February 2011 - August 2016 · 5 yrs 6 mos
Icap Securities USA LLCBroker
October 2005 - March 2009 · 3 yrs 5 mos
Maxcor Financial INC.Broker
January 1996 - April 2005 · 9 yrs 3 mos
Inverlat International, INC.Broker
November 1994 - January 1996 · 1 yr 2 mos
State Registrations3 states
FLNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Guillermo Espinosa Montaudon - Financial Advisor | AdvisorDiscover