F/m Investments LLC
Assets Under Management
$16.9B
Number of Clients
4,484
Number of Advisors
20
Average Client AUM
$3.8M
AUM per Advisor
$845.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
F/m Investments LLC offers discretionary and non-discretionary investment management services through SMAs, mutual funds, ETFs, and model-based accounts. They also design specialized portfolios and provide consulting services. The firm manages assets for individuals, institutions, and retirement plans.
Fee Structure
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
Location
3050 K. St Nw, Suite 201, Washington, DC, 20007