Guillermo Vernet is a registered investment advisor at Global Kandor Advisors, LLC, based in Key Biscayne, FL, with 23 years of industry experience. Guillermo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 65 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
200 Crandon Boulevard, Suite 325, Key Biscayne, FL, 33149
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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.
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Guillermo is involved with Global Kandor Services LLC, an internal support organization for Global Kandor Advisors LLC. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Global Kandor Advisors, LLC
Previous Registrations
Insigneo Securities, LLCBroker
Insigneo Wealth Advisors, LLC
Hb Asset Management, L.C.
Global Investor Services, L.C.Broker
Cg Compass (USA) LLCBroker
Chase Securities INC.Broker
State Registrations2 states
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.