Back to top



Advisor Services

There is no Services data available to display at this time.


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.



No timeline events available.
Employer Years Dates
Robertson Wealth Management, LLC. 2 years, 8 months May 2017 - Present
Dent Research 5 years, 4 months Sep 2014 - Present
Sizemore Capital Management 11 years, 11 months Mar 2008 - Present
Hs Dent Investment Management 6 years, 3 months Sep 2004 - Dec 2010

Designations & Memberships

  • Chartered Financial Analyst
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by Charles Sizemore

Spotting a Value Trap
Published 2012-06-18 19:52:27
The Ins and Outs of International Investing
Published 2012-05-23 05:31:39
Beware of Chasing High Dividend Yields
Published 2012-05-16 19:01:59
Choosing the Right Dividend ETF
Published 2012-05-16 18:51:22
    *Articles are published by advisors without compensation.


    Ask a financial questionAsk a question
    Where should I put my riskiest holdings, taxable or tax-sheltered portfolio?
    There are a couple points to consider here:What is the time horizon of these riskier investments? If these risky investments are ones that you intend to buy and hold for a while, it makes more sense to put them in a taxable account and to save your tax-deferred accounts for income-oriented inves...  (more)
    Answered Jun 2012
    If futures and options are such risky investments, in what situations does it make sense to invest in them?
    Futures have little use as an investment vehicle for the vast majority of investors, unless you happen to be a farmer or miner hedging your production (and I KNOW that the vast majority of Brightscope readers are farmers looking for advice on how to hedge their corn crop...or not).Options, however...  (more)
    Answered Jun 2012
    I'm in my mid-twenties and am looking for advice on how to allocate my assets properly. What's the best type of financial adviser to look for in this process.?
    The comments about choosing a fee-based advisor are spot on. When an advisor is paid a fee that is based on a percentage of the assets managed, they have every incentive to grow your nest egg responsibly without taking undue risk. Here are a few other items to consider:Make prospective advisors...  (more)
    Answered Jun 2012
    What is an appropriate fund management fee percentage?
    A higher-than average fee on a mutual fund or ETF is a red flag but not always a deal killer. The question you should ask yourself is "What does this manager do that is fundamentally different than the cheaper competition?"If the manager is a large-cap growth manager that closely tracks the S&P...  (more)
    Answered Jun 2012
    Pension payout options?
    Sit down with a pen and paper (or spreadsheet; I'm a little old fashioned) and play with the numbers. How much in annual income does your current pension promise? What rate of return would you have to generate on your investments to equal that payout?You basically have two options if you take th...  (more)
    Answered Jun 2012
    Do all banks offer lines of credit for co-op apartments?
    If you are looking to buy a co-op or condo, the financing will generally be a traditional mortgage. There is nothing unusual or extraordinary about this.However, when looking at purchasing this kind of property, there is one VERY important question you should ask: Are there homeowners association ...  (more)
    Answered Jun 2012
    Do you tend to recommend mutual funds, ETFs or individual stocks as a general rule for individual investors?
    It depends on the investor, the type of account the funds are held in, and how often you intend to add new funds, but here are a few guidelines to consider:If you intend to reinvest dividends and make regular new contributions, a low-cost index fund is going to be the best option for most investo...  (more)
    Answered May 2012
    How do I short a stock?
    There is nothing "wrong" with shorting a stock, so long as you understand the risks involved. When you short, you are moving out of the territory of investing and into the territory of trading, and it is a different mentality. Here are a couple things to consider:Remember, the most stocks follo...  (more)
    Answered May 2012
    Solo 401k?
    The SEP IRA is generally going to be a better option for most small business owners. None of the other retirement options, including the Individual 401k, offer the same flexibility or are anywhere close to as easy to administer. And as a small business owner, you don't want to be wasting your time...  (more)
    Answered Jun 2012
    How can i find my 401k plan and cash it in?
    If you no longer work for the company, it probably makes sense to move the 401k. But "cashing it out" is a very different matter. It is almost always a better idea to roll the old 401k plan into a rollover IRA or into the 401k plan of your current employer unless you need the cash for immediate pu...  (more)
    Answered Jun 2012
    I'm trying to decide where to invest next. I'm maxing out my employer matched 401k, maxing out a traditional IRA, and will soon have an emergency fund in a savings account that I'll continue to add to every paycheck. Where to next?
    First, congratulations. The fact that you have maxed out your 401k and IRA put you well ahead of the vast majority of Americans. This shows discipline and a willingness to live below your means, both of which are commendable. As for investment options, the answers given above about variable annui...  (more)
    Answered Jul 2012
    Are Dividend Reinvestment Plans good investment tools?
    I love DRIP plans for long-term wealth building, though it can be cumbersome to open DRIP plans with multiple companies, which is what you would need to do in order to have anything resembling prudent diversification. A better option might be to open an account with a broker that offers free divide...  (more)
    Answered Jul 2012
    Should I set up an IRA for my 14 year old?
    Your daughter will likely thank you someday. Even though her current earnings are modest and unlikely to be sufficient to max out an IRA, you would be teaching her a valuable lesson about investing for the future and the compounding of dividends and interest. It is the good habits and philosophica...  (more)
    Answered Jun 2012
    I will be retiring in one year at age 63. I have a good retirement package from my employer and have managed my 401K plan fairly well to current balance of $1.1M. 90% of my 401K is invested in a stable income fund at 3.55%, 10% is in company stock which has been flat for the past couple of years.
    Good answers here. I would only add that 3.55% is an outstanding return for a stable value fund these days. Before you pull your money out of the 401k and roll it into an IRA, consider what your other investment alternatives would be. You will hard pressed to find a better yield without assuming ...  (more)
    Answered Jun 2012
    Where can I get icome from my IRA??? I am retired at 56 and my husband is 57?? Debbie?
    If you can wait until 59 1/2 by depending on other sources, then you certainly should. There is no reason to pay an early withdrawal penalty if you can avoid it.David's explanation above of using the annuity exception is correct, but you should have a lengthy chat with your financial advisor firs...  (more)
    Answered Jun 2012
    What would the impact of a Mitt Romney presidency be on the economy? Is he considered pro-growth?
    At the margin, a Romney administration might be a little more pro-growth than an Obama administration, but probably not enough to matter all that much. Here are a couple points to consider:The president of the United States has little power over the key issues driving the economy and capital ma...  (more)
    Answered Jun 2012
    Forex - Investing in the Euro after the Greek elections?
    Let me present it to you like this. You don't see very many old currency traders. With very few exceptions, they tend to burn out young and quit the business. The shot-termism and the wild volatility take their toll on you over time. Frankly, currency trading is bad for your health. There are s...  (more)
    Answered Jun 2012
    Is investment in raw land considered a low risk, moderate or high risk investment?
    Some things to consider about the riskiness of an investment in raw land:A value investor would tell you that the riskiness of an investment is first and foremost a function of the price paid. If you pay too much for ANY investment--be it a stock, a bond, or a tract of land--you put yourself at ...  (more)
    Answered Jun 2012
    When should I have a financial adviser help with my divorce?
    You should keep your financial advisor in the loop throughout the process for several reasons.When dividing financial assets, you can generate taxable gains if you sell appreciated stock or other investments. This should be planned properly to avoid getting both you and your ex-spouse slammed co...  (more)
    Answered Jun 2012
    I have 401k's from previous job (wife and I) Can someone convince me that I shouldn't cash out and buy (2) houses that will generate me$2200 a month in rent..$1700 net approx? We also max out 2 new company 401k's so we still we be in market. Need allot of money in 401k at taking out 4% to get $170
    Given the prices on offer in some markets, I agree that a strong case can be made for buying rental properties as a part of a diversified retirement plan. Warren Buffett--a man who has forgotten more about stock market investing than most money managers will ever know--said publicly that Berkshire ...  (more)
    Answered Jun 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      U.S. Securities and Exchange Commission
      • license status
      • disclosures
      • as of date
        Jun 1, 2017
      • license status
        Not registered
      • disclosures
      • as of date
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


      Robertson Wealth Management, LLC

      Last updated on Jan. 16, 2020
        • $34.1M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 120
        • $283.9K
          Estimated Average Account Balance


      Fee Only Advisor
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements