Christopher Sizemore
Christopher Sizemore is a registered investment advisor at Vision Capital Management INC, based in Portland, OR, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 1,800 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fixed-income schedule: 0.50% on first $1M, 0.375% on next $4M, 0.30% on next $5M, 0.25% over $10M (minimum fee $2,500). Vision Vaxa Dynamic Portfolios schedule: 0.50% on first $1M, 0.20% over $1M (no minimum fee). Fees are negotiable.
Fee Estimator
Location
4380 S Macadam Avenue, Suite 350, Portland, OR, 97239
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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
Christopher is an assistant coach for the girls' varsity basketball team at Tigard High School. He dedicates about 60 hours per month to this non-investment related activity during the basketball season.
Employment History
Current Registrations
Vision Capital Management INC
State Registrations6 states
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
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