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Nadav Goshen

12 Years of Experience
Miami, FL

Nadav Goshen is a registered investment advisor at Vizcaya Capital, LLC, based in Miami, FL, with 12 years of industry experience. Nadav operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 178 clients with $530M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
178 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$529.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisory fee is negotiable, depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

40 SW 13th Street, Suite 1002, Miami, FL, 33130

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nadav is a 50% owner of Vizcaya Capital Holdings and the owner of Hemuna Corp, both investment-related holding companies. He is also a member of Vizcaya Lending Management and Vizcaya Private Lending, LLC, holding entities for a hedge fund; Nadav spends minimal time on these activities.

Employment History
Current Registrations
Vizcaya Capital, LLC
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
September 2013 - January 2014 · 4 mos
State Registrations2 states
CTFL
Advisor

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.

Exams
No exam information available for this advisor.