Phillip Guerra is a registered investment advisor at Sizemore Capital Management, LLC, based in Kennedale, TX, with 9 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 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
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%.
Location
Kennedale, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.