Paola Cuevas is a CFA-designated registered investment advisor at Global Kandor Advisors, LLC, based in Bogota, with 3 years of industry experience. Paola 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
Cra 13 # 93 - 35, Piso 5, Bogota, 100111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Global Kandor Advisors, LLC
State Registrations1 state
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