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Alejandra Ocampo Raeder

2 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
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Advisor Information

Office location

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

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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.

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Employment History
Current Registrations
Stonex International Advisors INC
October 2023 - Present · 2 yrs 3 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Alejandra Ocampo Raeder - Financial Advisor | AdvisorDiscover