Everardo Vidaurri
Everardo Vidaurri is a registered investment advisor at Stonex International Advisors INC, based in Miami, FL, with 32 years of industry experience. Everardo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 77 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
StoneX International Advisors charges a maximum annualized fee of up to 2.0% for discretionary accounts and model portfolios, and up to 1.50% for limited discretionary accounts. Fees are negotiable.
Fee Estimator
Location
1221 Brickell Avenue, Suite 200, Miami, FL, 33131
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Regulatory 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.
Learn about disclosures →Other Business Activities
Everardo is the CEO of Intercam Advisors, Inc. and President of Intercam Futures, Inc. He also serves as a manager for PC FLY, Inc. (dedicating minimal time) and a managing director for Intercam Banco Internacional, Inc. Puerto Rico (dedicating about 10-20% of his time).
Employment History
Current Registrations
Stonex International Advisors INC
Stonex International Securities INC.Broker
Previous Registrations
Progress Advisors, LLC
Progress Advisors, LLC
Progress Investments LLCBroker
Bnp Paribas Investment Services, LLCBroker
Inverlat International, INC.Broker
Serfin Securities,inc.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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