Andy Gilon is a registered investment advisor at Vizcaya Capital, LLC, based in Miami, FL, with 12 years of industry experience. Andy 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
40 SW 13th Street, Suite 1002, Miami, FL, 33130
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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.
Learn about disclosures →Other Business Activities
Andy is involved in various business activities, including real estate as an agent and through several LLCs, his wife's dental practice, a children's hair salon, and several investment-related holding companies. These activities take up a few hours per week to about 10 hours per month.
Employment History
Current Registrations
Vizcaya Capital, LLC
Previous Registrations
UBS Financial Services INC.
State Registrations1 state
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