AL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
65 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$415.1M
Fee Structure
Financial Planning:Included in AUM fee
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
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
200 Crandon Boulevard, Suite 325, Key Biscayne, FL, 33149
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Global Kandor Advisors, LLC
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Activa Capital
October 2022 - May 2023 · 7 mos
Primerica Advisors
June 2022 - September 2022 · 3 mos
PFS Investments INC. Broker
January 2008 - September 2022 · 14 yrs 8 mos
PFS Investments INC. Broker
October 2003 - December 2007 · 4 yrs 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.