Stonex Advisors INC.
Assets Under Management
$4.5B
Number of Clients
9,894
Number of Advisors
250
Average Client AUM
$456K
AUM per Advisor
$18.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
StoneX Advisors Inc. offers discretionary asset management, non-discretionary advisory services, and planning/consulting services. They support independent and in-house financial advisors who provide these services to clients. Services are offered through StoneX brands or advisor DBAs. StoneX is affiliated with StoneX Group Inc. and its subsidiaries.
Fee Structure
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.
Areas of Practice
Location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243