StoneX International Advisors offers personalized investment management and financial advisory services to individuals, high net worth individuals, trusts, estates, and businesses. The firm provides discretionary and limited discretionary investment management, constructing asset allocation mixes tailored to each client's financial profile, risk tolerance, and time horizon. In addition to portfolio management, StoneX International Advisors offers financial planning, estate planning coordination, concierge services, portfolio analysis, and consolidation reporting. The firm uses various analytical methods, including fundamental analysis, technical analysis, charting, and cyclical analysis, and employs strategies ranging from long-term buy-and-hold to margin transactions, option writing, and short-term trading. StoneX International Advisors is a subsidiary of StoneX Group Inc. and frequently recommends its affiliated broker-dealer, StoneX International Securities Inc., for trade execution and custody services through Pershing.
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.