Xavier Stonehouse
Xavier Stonehouse is a registered investment advisor at Financial Sense Advisors, INC., based in San Diego, CA, with 3 years of industry experience. Xavier is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 597 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $2.0M | 0.85% |
| $2.0M - $4.5M | 0.80% |
| $4.5M - $8.0M | 0.75% |
| $8.0M - $13.0M | 0.70% |
| $13M+ | 0.60% |
Annual management fees are dependent on the account objective and can be negotiated.
Fee Estimator
Location
10920 Via Frontera, Suite 500, San Diego, CA, 92127
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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
Financial Sense Advisors, INC.
Financial Sense Securities, INC.Broker
State Registrations1 state
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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