Stacy Sizemore is a registered investment advisor at Tru Independence Asset Management 2, LLC, based in Portland, OR, with 25 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 264 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
May include a minimum annual fee of $37,500 which may be waived or discounted at the Firm’s discretion.
Fee Estimator
Location
15350 SW Sequoia Parkway, Suite 250, Portland, OR, 97224
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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
Stacy is the Chief Compliance Officer for Tru Independence LLC (including Tru Independence Asset Management, LLC and Tru Independence Asset Management 2, LLC), an outsourced RIA back office, since 2019. This takes nearly full-time, with about 100 hours per month during securities trading hours.
Employment History
Current Registrations
Tru Independence Asset Management 2, LLC
Tru Independence Asset Management, LLC
Previous Registrations
Sound Legacy Wealth Advisors, LLC
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Dain Rauscher IncorporatedBroker
State Registrations11 states
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