Edward Vickery
Edward Vickery is a registered investment advisor at Sizemore Capital Management, LLC, based in San Isidro, with 16 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 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
Sizemore Capital Management charges a fee based on the value of your portfolio. The specific fee can vary depending on the investment strategies used. The highest fee charged is 2% per year, but this may be negotiable. Some portfolios may also have a performance fee of up to 30%.
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.
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Edward is a partner of Caradon Capital Introductions, an investment consulting and third-party sales and marketing firm. He is also a partner of Reveal Insight, a marketplace for investment manager analysis.
Employment History
Current Registrations
Sizemore Capital Management, LLC
Silver Leaf Partners, LLC
Silver Leaf Partners, LLCBroker
Previous Registrations
Hedgeport Associates LLC
Absolute Return Capital Advisors, LLC.
Absolute Return Capital Advisors, LLC.
State Registrations3 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.