Charles Sizemore is a CFA-designated registered investment advisor at Sizemore Capital Management, LLC, based in San Isidro, with 18 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 81 clients with $110M 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 | 2.00% |
The highest management fee currently charged is 2% per year, which may be negotiated. Certain portfolios may also assess a performance fee of up to 30% for qualified clients.
Fee Estimator
Location
Calle Leonidas Yerovi 104, Office 204, San Isidro, 15073
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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
Charles is a writer and research analyst for Dent Research, publishing the Boom and Bust Report newsletter and the Sizemore Insights blog, taking about half of his time. He also manages client portfolios for Robertson Wealth Management and advises McCann Wealth Strategies, with his research efforts overlapping across these roles.
Employment History
Current Registrations
Sizemore Capital Management, LLC
Previous Registrations
Robertson Wealth Management, LLC
State Registrations1 state
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