Sizemore Capital Management provides investment advice and manages money for individuals and institutions. Services include managing accounts with stocks, bonds, options, mutual funds, and ETFs, as well as managed futures and options strategies. They also create custom portfolios for high-net-worth individuals, retirement planning, educational planning, tax-managed investing, and investment solutions for expatriates and foreign nationals. All accounts are managed with the authority to make trades without asking first.
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%.