Victoria Santaella is a registered investment advisor at Stonex International Advisors INC, based in Miami, FL, with 23 years of industry experience. Victoria 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.
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Victoria is an investment adviser representative with Intercam Advisors, dedicating about 30% of her time to this role. She also owns and manages two rental properties and actively seeks new real estate investment opportunities, spending approximately 62.5 hours per month on these activities. Victoria also has passive investments in private equity vehicles.
Employment History
Current Registrations
Stonex International Advisors INC
Stonex International Securities INC.Broker
Previous Registrations
Santander Investment Securities INC.Broker
Equity Station, INC.Broker
Vfinance Investments, INCBroker
Vfinance Capital LcBroker
Vfinance Capital LcBroker
Sanline Capital Resources, LLCBroker
Santander Investment Securities INC.Broker
State Registrations2 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.