Sizemore Financial Services (SFS) provides asset management services tailored to individual client needs. SFS analyzes your financial situation to determine a suitable asset allocation, using model portfolios as a starting point. SFS offers continuous management of your account, making changes as needed. SFS primarily uses mutual funds but may also include stocks, bonds, and exchange traded funds. SFS also offers services through third-party managers, Curian Capital and MorningStar.
Assets Under Management$4.6M
Clients10
AdvisorsN/A
Avg. per Client$460K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.