Phillip Guerra is a registered investment advisor at Sizemore Capital Management, LLC, based in Kennedale, TX, with 10 years of industry experience. Phillip 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
Kennedale, TX
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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
Phillip works as a full-time anesthesiologist for US Anesthesia Partners since 2008. He dedicates a full-time work schedule to this role, including time during securities trading hours.
Employment History
Current Registrations
Sizemore Capital Management, LLC
State Registrations1 state
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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