Michael Woytowich
Michael Woytowich is a registered investment advisor at Stonex Advisors INC., based in Birmingham, AL, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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Regulatory History (1)
Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Michael is a trustee for a family estate, spending minimal time writing checks to pay life insurance premiums. He also works as a representative for Woytowich Wisloski Investment Group, selling various insurance products and EIAs, dedicating about 10-20% of his time. Additionally, Michael coaches boys' varsity basketball, spending about 24 hours per month during the season.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations12 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.