MZ

Marcin Zdunek

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
4,484 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$16.9B

Fee Structure

Minimum Investment:$50K

Fees for Separately Managed Accounts (SMAs) are negotiable and typically range from 0.35% to 1.00% annually, but may not exceed 2.00%. Clients may also incur charges from custodians, mutual funds, ETFs, and brokerage commissions. Fees for other advisory services are negotiated based on the complexity and nature of the assignment. The firm may negotiate alternative fees or reduce minimum account sizes on a case-by-case basis.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

3050 K. St Nw, Suite 201, Washington, DC, 20007

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
F/m Investments LLC
November 2022 - Present · 3 yrs 2 mos
Oakhurst Capital Advisors, LLC
November 2022 - Present · 3 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.