Intercam Advisors, INC.
Assets Under Management
$225.1M
Number of Clients
148
Number of Advisors
13
Average Client AUM
$1.5M
AUM per Advisor
$17.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
StoneX International Advisors offers discretionary and limited discretionary investment management, model portfolios, recommendation services, financial planning, estate planning, concierge, and consolidation services. They provide advice on various investment products, including securities, mutual funds, ETFs, and structured products.
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
Location
1221 Brickell Avenue, Suite 200, Miami, FL, 33131