StoneX Advisors offers investment management and financial planning services through its network of financial advisors. These advisors work with clients to determine their financial goals and recommend appropriate services. StoneX Advisors offers both discretionary and non-discretionary advisory services, as well as financial planning and consulting. Clients can choose from different types of accounts and services based on their needs.
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.