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Simon Zaidman

3 Years of Experience
Madrid

Simon Zaidman is a registered investment advisor at Vizcaya Capital, LLC, based in Madrid, with 3 years of industry experience. Simon 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

History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Vizcaya Capital, LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Morgan Stanley
February 2012 - December 2014 · 2 yrs 10 mos
State Registrations1 state
FL
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.