Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
1221 Brickell Avenue, Suite 200, Miami, FL, 33131
Get directionsRegulatory History
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.
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Jose is an Investment Adviser Representative with Intercam Advisors, Inc. since May 2022, dedicating about a quarter of his time. He is also a partner in a real estate holding company since 2018, but spends minimal time on it.