David Ramirez is a registered investment advisor at Stonex International Advisors INC, based in Miami, FL, with 2 years of industry experience. David 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 →Employment History
Current Registrations
Stonex International Advisors INC
Stonex International Securities INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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