Jose Narro is a registered investment advisor at Stonex International Advisors INC, based in Miami, FL, with 7 years of industry experience. Jose 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
Get directionsHistory
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
Jose is an Investment Adviser Representative with Intercam Advisors, Inc. since May 2022, dedicating about a quarter of his time. He is also a partner in a real estate holding company since 2018, but spends minimal time on it.
Employment History
Current Registrations
Stonex International Advisors INC
Stonex International Securities INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 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
More Advisors
- Alberto LunaStonex International Advisors INC
- Jose Trejo, CFABrainvest Wealth Management LLC
- Maurizio Polcino, CFACitigroup Global Markets INC.
- Blake Calligaro, CFP, ChFCLPL Financial LLC
- Jorge Alvarez, CFPTruist Advisory Services, INC.
- Craig Brown, ChFCLPL Enterprise, LLC