Guillermo Montaudon is a registered investment advisor at Stonex International Advisors INC, based in Miami, FL, with 26 years of industry experience. Guillermo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 148 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
1221 Brickell Avenue, Suite 200, Miami, FL, 33131
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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.
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Guillermo is an Investment Adviser Representative with Intercam Advisors, Inc. and a Registered Commodities Representative with Intercam Futures, Inc.
Employment History
Current Registrations
Stonex International Advisors INC
Stonex International Securities INC.Broker
Stonex International Securities INC.
Previous Registrations
Tradition Securities and Derivatives INC.Broker
Xp Securities, LLCBroker
Icap Corporates LLCBroker
Icap Securities USA LLCBroker
Maxcor Financial INC.Broker
Inverlat International, INC.Broker
State Registrations3 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.