wiseradvisor


Vetted Advisor's Table

Frank Muscara
Goshen Capital LLC

Tel: 484-205-9669
101 Lindenwood Dr Ste 225
Malvern, PA 19355
Goshen Capital LLC | Financial Advisor in Malvern ,PA

Clear Value and Honest Advice


About Frank Muscara

I've been in financial services since graduating from West Chester University in 2012, when I started as an intern at National Penn Bank. Since then, I've gone on to work for PNC Bank, Vanguard, and most recently started an RIA with my business partner and friend, John Gormley. I also received my MBA from Villanova University in May of 2020.


About Goshen Capital LLC

Goshen Capital is concerned with two things: making sure you understand how and why you're paying us, and providing the most objective, honest advice we can. We take our roles as fiduciaries very seriously. We make every effort to provide upfront, transparent, and fair prices for the services we offer, and clearly communicate why we're worth it.

We view our roles in your financial life not just as advisors, but as educators, giving you the knowledge necessary to make good financial decisions at all times in your life, not just when you talk to us.

So if you're looking for an advisor promising outsized returns or "secret" retirement income solutions, move on to the next advisor. If you want an advisor here to educate, inform, and put your interests first, then pick up the phone and give us a call and see how we can help you.

See Disclosures

Talk to an Advisor and GET ANSWERS   
      

General Information

Firm Start Year:   1923
Number of Years with Current Firm:   1
Work Experience:   Goshen Capital, LLC Co-Founder & CEO, October 2022-Present

The Vanguard Group, Inc

Equity, ETF, and Options Trader, October 2021-October 2022 Derivatives Oversight Sr. Analyst, May 2020-October 2021 Derivatives Analyst, March 2017-May 2020 Sr. Sales Consultant, January 2016-March 2017

PNC Financial Services Group, Inc Financial Specialist, August 2014-January 2016

National Penn Bank, Inc Account Executive, Feb 2013-August 2014 Intern, June 2012-Feb 2013
Advisory Services Provided:   Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

Services

Investment Types:   Exchange Traded Funds (ETFs), Bonds, Options & Futures, Commodities, Stocks, Mutual Funds, Alternative Investments
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:   .5%-1%
Hourly Rate:   $250
Additional Details on Charges:   Up to $1,000,000: 1% $1,000,000 - $3,000,000: .75% Over $3,000,000: .5%

Financial planning charged separately in some cases depending on complexity.

Education

Bachelor of Arts   West Chester University
08/18/2008-05/10/2013
Masters of Business Administration   Villanova University
08/01/2016-05/08/2020

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1891300/wiseradvisor-goshen-capital-llc-detailed-disclosure.html

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


brokercheck