Denise Herring is a registered investment advisor at Stonex Advisors INC., based in Macon, GA, with 8 years of industry experience. Denise 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
2500 Northside Crossing, Suite B, Macon, GA, 31210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Denise is involved in several outside business activities, including bookkeeping for a spouse-owned contracting company, acting as executor of her mother's estate, and serving as treasurer for the 8th District Republican Party of GA. She also owns rental property, is a Regent for the Daughters of the American Revolution, and is President/CEO of DHM Wealth Strategies Inc.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 states
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