Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees range from 0.50% to 2.00% annually based on assets under management. Fixed fees are also available, considering the complexity of services, financial planning inclusion, asset level, and overall relationship. The annual fixed fee is adjusted on January 1st each year by the inflation rate published by CPI. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
200 Crandon Boulevard, Suite 325, Key Biscayne, FL, 33149
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Guillermo is involved with Global Kandor Services LLC, an internal support organization for Global Kandor Advisors LLC. He spends minimal time on this non-investment related activity.