Global Kandor Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Global Kandor provides wealth management, portfolio management, and financial planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and businesses, managing about $483 million for roughly 74 clients. Services include investment management (both discretionary and non‑discretionary), retirement-account advice, and integrated financial planning as described in its ADV brochure.
The firm typically constructs portfolios using mutual funds, ETFs and, when appropriate, individual securities and alternative investments, applying both fundamental and technical analysis with a generally long‑term focus. Global Kandor reports that the vast majority of its assets are managed on a non‑discretionary basis (about $462.7M non‑discretionary versus $20.7M discretionary), so clients often retain final trade approval for investment decisions.
Distinctive features noted in the ADV include the firm’s disclosure of predecessor and performance results in its materials, and a client base with notable international exposure consistent with advisory personnel experience in Latin American and global banking markets. Global Kandor also maintains institutional custodian relationships (including access to Schwab and Interactive Brokers services) while operating with a small advisory team relative to its asset base.
Client services
Expertise
Fee options
Fixed fees for wealth management based on several factors including complexity and services
0.50% to 2.00% annually (range depending on account)
Minimum fee: Fixed fees based on complexity, financial planning inclusion, asset level, and relationship; adjusted annually by CPI Fee-only: Fees only; no commissions received from securities transactions
Main office
3350 Virginia Street, Second Floor
Miami FL 33133
Advisors at this office
3
Most active in
Florida · Texas
Also doing business as
Global Kandor Advisors, LLC · Kandor Global Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Paola B
CFA®
Miami, FL
Global Kandor Advisors, LLC
Paola Bernal Cuevas is a CFA® charterholder with six years of experience at Global Kandor Advisors, LLC and an additional six years at Insigneo Wealth Advisors. She is based in Miami, FL, and has a total of 12 years in the industry. Global Kandor Advisors provides wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $483 million for around 74 clients, typically constructing portfolios using mutual funds, ETFs, individual securities, and alternative investments with a generally long-term focus.
Ana R
Series 63, Series 65
Miami, FL
Global Kandor Advisors, LLC
Ana Rebora De Luchau is a financial advisor at Global Kandor Advisors, LLC with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Activa Capital Group, LLC and Primerica Financial Services. Global Kandor Advisors provides wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $483 million and constructs portfolios using mutual funds, ETFs, individual securities, and alternative investments, primarily on a non-discretionary basis.
Guillermo V
Series 63, Series 65
Miami, FL
Global Kandor Advisors, LLC
Guillermo Vernet is a financial advisor at Global Kandor Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Insigneo Securities, LLC and Insigneo Wealth Advisors, LLC. He is also involved with Global Kandor Services, LLC, an internal support organization for his firm. Global Kandor Advisors provides wealth management, portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $483 million, primarily on a non-discretionary basis, and typically constructs portfolios using mutual funds, ETFs, individual securities, and alternative investments with a long-term focus.
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