Juan Alvarado
Juan Alvarado is a registered investment advisor at Stonex International Advisors INC, based in Pinecrest, FL, with 13 years of industry experience. Juan 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
Pinecrest, FL
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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
Juan is an Investment Adviser Representative with Intercam Advisors Inc. and a Registered Commodities Representative with Intercam Futures, Inc.
Employment History
Current Registrations
Stonex International Advisors INC
Stonex International Securities INC.
Stonex International Securities INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
PNC Investments
PNC InvestmentsBroker
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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