Ana Luchau is a registered investment advisor at Global Kandor Advisors, LLC, based in Miami, FL, with 22 years of industry experience. Ana 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
3350 Virginia Street, Second Floor, Miami, FL, 33133
Get directionsHistory
Regulatory 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 →Employment History
Current Registrations
Global Kandor Advisors, LLC
Previous Registrations
Activa Capital
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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
More Advisors
- Brian Heimowitz, CFAConcurrent Investment Advisors, LLC
- Maurizio Polcino, CFACitigroup Global Markets INC.
- Damian Riavitz, CFALatin Securities INC
- Craig Brown, ChFCLPL Enterprise, LLC
- Alejandro Santos, CFAItau International Securities INC.
- Adrian Leon, CFA