Jonathan Mcclelland is a registered investment advisor at Sizemore Capital Management, LLC, based in Austin, TX, with 7 years of industry experience. Jonathan 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
15100 Gebron Drive, Austin, TX, 78734
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sizemore Capital Management, LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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