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Edward Vickery

Sizemore Capital Management, LLC
16 Years of Experience
Redondo Beach, CA
Broker
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Edward Vickery is a registered investment advisor at Sizemore Capital Management, LLC, based in Redondo Beach, CA, with 16 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Sizemore Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
81 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$109.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Redondo Beach, CA

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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

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
July 2020 - Present · 6 yrs 3 mos
Silver Leaf Partners, LLC
March 2010 - Present · 16 yrs 7 mos
Silver Leaf Partners, LLCBroker
March 2010 - Present · 16 yrs 7 mos
Previous Registrations
Hedgeport Associates LLC
May 2016 - January 2019 · 2 yrs 8 mos
Absolute Return Capital Advisors, LLC.
April 2012 - May 2014 · 2 yrs 1 mo
Absolute Return Capital Advisors, LLC.
November 2009 - January 2012 · 2 yrs 2 mos
State Registrations3 states
CANYTX
AdvisorBroker

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.
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