Global Kandor Advisors, LLC
Assets Under Management
$415.1M
Number of Clients
65
Number of Advisors
3
Average Client AUM
$6.4M
AUM per Advisor
$138.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Global Kandor Advisors provides customized wealth management solutions through personal client contact, offering discretionary or non-discretionary investment management and related financial planning services. They work with clients to identify investment goals, risk tolerance, and financial situations to design a portfolio strategy using ETFs, mutual funds, individual stocks, bonds, and alternative investments. Financial planning services are typically included.
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
Location
200 Crandon Boulevard, Suite 325, Key Biscayne, FL, 33149