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Guillermo Vernet

Global Kandor Advisors, LLC
23 Years of Experience
Miami, FL
View SEC Summary
View SEC Summary

Guillermo Vernet is a registered investment advisor at Global Kandor Advisors, LLC, based in Miami, FL, with 23 years of industry experience. Guillermo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 74 clients with $480M in assets under management.

Global Kandor Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
74 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$483.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Wealth management fees range from 0.50% to 2.00% annually of the value of the portfolio. Fixed fee options are also available based on complexity and relationship size. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3350 Virginia Street, Second Floor, Miami, FL, 33133

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History

Regulatory 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.

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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.

Employment History
Current Registrations
Global Kandor Advisors, LLC
October 2020 - Present · 6 yrs
Previous Registrations
Insigneo Securities, LLCBroker
July 2014 - October 2020 · 6 yrs 3 mos
Insigneo Wealth Advisors, LLC
September 2011 - October 2020 · 9 yrs 1 mo
Hb Asset Management, L.C.
April 2011 - April 2011 · 0 mos
Global Investor Services, L.C.Broker
September 2010 - May 2012 · 1 yr 8 mos
Cg Compass (USA) LLCBroker
May 2004 - June 2010 · 6 yrs 1 mo
Chase Securities INC.Broker
December 1996 - June 1998 · 1 yr 6 mos
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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