Global Kandor Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Global Kandor provides wealth management services to individuals, high net worth individuals, and trusts. They create customized investment strategies based on your goals, risk tolerance, and financial situation. Global Kandor primarily uses exchange-traded funds and mutual funds, but may also use individual stocks, bonds, and alternative investments. They monitor your portfolio and may reallocate investments to diversify or manage risk. Financial planning services are typically included.

Assets Under Management$420M
Clients65
Advisors3
Avg. per Client$6.4M
Avg. per Advisor$140M

Fee Structure

Planning is included in investment management

Global Kandor charges a percentage of your portfolio annually, ranging from 0.50% to 2.00%. The exact percentage depends on the complexity of your situation, whether you want financial planning, the amount you invest, and your overall relationship with Global Kandor. Fees are paid quarterly, in advance. Fees may be negotiable.

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Location

3 Advisors at this firm