Xavier Stonehouse is a registered investment advisor at Financial Sense Advisors, INC., based in San Diego, CA, with 3 years of industry experience. Xavier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,037 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
The Advisor Fee is negotiated between you and your IAR but will not exceed 1.50% in FSP, SMA and UMA. The Platform Fee is assessed in each of the program options and is non- negotiable. Manager Fees apply in the FSP, SMA, and UMA. The Manager Fee in the SMA and UMA varies by the selected SMA Manager, Sub-Manager or Model Provider and ranges between 0.02% and 0.65% of your Program Assets.
Fee Estimator
Location
10920 Via Frontera, Suite 500, San Diego, CA, 92127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Sense Advisors, INC.
Financial Sense Securities, INC.Broker
State Registrations1 state
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