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Eduardo Tamborrel

16 Years of Experience
Broker

Eduardo Tamborrel is a registered investment advisor at Stonex International Advisors INC, based in Miami, FL, with 16 years of industry experience. Eduardo 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
148 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$225.1M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)

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.

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Location

1221 Brickell Avenue, Suite 200, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Eduardo is an investment adviser representative with Intercam Advisors, dedicating about 30% of his time to this role. He also serves on the board of Real Diamante Trust and is involved in Despacho Tamborrel and Promotora Arles, spending a few hours per week on these activities.

Employment History
Current Registrations
Stonex International Advisors INC
November 2018 - Present · 7 yrs 5 mos
Stonex International Securities INC.
August 2018 - Present · 7 yrs 8 mos
Stonex International Securities INC.Broker
August 2018 - Present · 7 yrs 8 mos
Previous Registrations
Bnp Paribas Investment Services, LLCBroker
March 2005 - November 2008 · 3 yrs 8 mos
Valores Finamex International, INC.Broker
December 1995 - May 2001 · 5 yrs 5 mos
State Registrations5 states
AZFLSDTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.