Global Kandor Advisors is a registered investment advisor based in Miami, Florida, offering wealth management services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses. Global Kandor Advisors builds customized investment portfolios primarily using exchange-traded funds and mutual funds, while also incorporating individual stocks, bonds, and alternative investments when appropriate. The firm follows a long-term investment strategy using fundamental and technical analysis to construct, implement, and monitor portfolios according to each client's specific goals, risk tolerance, and financial situation. In addition to managing investments, Global Kandor Advisors typically provides financial planning and consulting services as part of an overall wealth management engagement, covering areas such as retirement planning, personal savings, education funding, and insurance needs. The firm acts legally required to act in your best interest as a fiduciary.
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.