Global Kandor Advisors, LLC

Global Kandor Advisors LLC is a registered investment advisor established in June 2020, with its Principal Officer being Guillermo E. Vernet. The firm specializes in providing wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. As a fiduciary, Global Kandor upholds a duty of loyalty, fairness, and good faith towards each client. The firm offers customized wealth management solutions through discretionary or non-discretionary investment management and financial planning services. Investment strategies primarily focus on long-term goals, utilizing ETFs, mutual funds, individual stocks, bonds, and alternative investments. Clients have the opportunity to place reasonable restrictions on their investments. The minimum initial investment or account size is not specified in the brochure. Fees for advisory services are paid quarterly and can be calculated as a percentage ranging from 0.50% to 2.00% annually, or as fixed fees based on various factors. Global Kandor does not charge performance-based fees and does not manage wrap fee programs. As of December 31, 2024, the firm manages $415,082,545 in client assets, with $20,071,926 managed on a discretionary basis and $395,010,619 on a non-discretionary basis. The firm does not accept or maintain custody of client funds, except for the deduction of advisory fees. The firm's investment philosophy is based on fundamental and technical analysis methods, with a focus on long-term investment strategies. Global Kandor does not engage in proprietary investment funds and acts in the best interests of its clients. The firm's executives, including Guillermo E. Vernet, Paola A. Bernal, and Ana M. Rebora, have clean disciplinary records and are committed to maintaining the security and confidentiality of clients' personal information as outlined in the Privacy Policy. Clients can contact the firm for further information or to obtain a copy of the Privacy Policy.