Eric Simon is a registered investment advisor at Stonex International Advisors INC, based in Miami, FL, with 3 years of industry experience. Eric 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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Eric is an Investment Adviser Representative with Intercam Advisors, dedicating about 30% of his time to this role. He also has a 19.6% partnership in two German LLCs (Proreta Tactical GmbH/Proreta Holding GmbH) through his Florida LLC, Urbanikum LLC, focusing on operational training for special forces and operating training facilities; he spends a few hours per week supervising the CEO.
Employment History
Current Registrations
Stonex International Advisors INC
Stonex International Securities INC.Broker
State Registrations1 state
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