Sizemore Capital Management is an independent registered investment advisor based in Dallas, Texas, that has been in operation since 2008. Led by Charles Lewis Sizemore, who holds the Chartered Financial Analyst designation, the firm provides discretionary money management and asset allocation services for individuals, families, and institutions. Sizemore Capital Management builds customized portfolios using various strategies, including dividend growth investing, options writing, and alternative investments, while also managing private investment funds and serving as a third-party money manager for other wealth advisors. The firm's approach is tailored to each client's specific return expectations, risk tolerance, liquidity needs, time horizon, tax considerations, and legal constraints.
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.