Vickerman Investment Advisors, Inc.

Vickerman Investment Advisors, Inc. is a Registered Investment Adviser established in 2021, located in Spokane, WA. The firm offers ongoing investment management services to various clients, including individuals, high net worth individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. Services provided include investment management, portfolio trading, financial planning, retirement and estate planning, and tax consulting. The firm may utilize mutual funds or exchange-traded funds without transaction fees based on client goals. Clients can impose restrictions on investments, and discretionary accounts allow for transactions aligned with client objectives. The firm manages a total of $466,604,869 on a discretionary basis as of December 31, 2024. Advisory fees are charged based on a tiered percentage of assets under management: 1.00% on the first $1,000,000, 0.75% on the next $2,000,000, and 0.50% on amounts over $3,000,000. Vickerman does not charge performance-based fees. The investment philosophy is based on Modern Portfolio Theory, utilizing various sources of information for advice. Clients are advised on potential risks associated with investing, including market, business, financial, and credit risks. The firm has no disciplinary information to report and operates with a Code of Ethics to ensure integrity and client-focused service. Vickerman primarily works with Charles Schwab as a custodian for transaction costs. Clients receive regular account reviews and statements. The firm has investment discretion for client accounts and does not vote proxies on behalf of clients. Vickerman does not have custody of client assets except in specific situations. The team includes Michael J. Vickerman, Jr., Chris Grasmick, Jeremy Houy, and Marcus Holzschuh, each with their educational backgrounds and business experiences detailed in the brochure.