AZ
AZ

Arie Zoldan

6 Years of Experience
Miami, FL

Arie Zoldan is a registered investment advisor at Vizcaya Capital, LLC, based in Miami, FL, with 6 years of industry experience. Arie 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.

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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Other Business Activities

Arie owns several businesses: a Chilean pizza business (Comercial TPF Limitada), a Chilean real estate investment company (Inversiones CosiCuatro Limitada), Zoldan Corp (a real estate and personal investment company), and Soli Investments LLC (a real estate investment company). These activities are not investment-related.

Employment History
Current Registrations
Vizcaya Capital, LLC
August 2019 - Present · 6 yrs 9 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.
Arie Zoldan - Financial Advisor | TrueAdvisor