StoneX International Advisors offers personalized investment management services, including both discretionary and limited discretionary accounts. They also provide model portfolios based on different risk profiles. In addition to investment management, StoneX International Advisors offers financial planning, estate planning, and concierge services. They work with individuals, high net worth individuals, and institutions.
Fee Structure
StoneX International Advisors charges up to 2.0% annually for discretionary accounts and model portfolios, and up to 1.50% for limited discretionary accounts. These fees are based on the value of your investments and are charged quarterly. The specific fee is negotiable, so clients with similar portfolios may pay different rates. If you use StoneX International Securities, their affiliated broker-dealer, you'll also pay a flat $35 fee per transaction.