Peter Baden is a CFA-designated registered investment advisor at F/m Investments LLC, based in Cincinnati, OH, with 22 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,484 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
F/m Investments manages investment portfolios for individuals and institutions through separately managed accounts. The fee for these accounts typically ranges from 0.35% to 1.00% annually, but may not exceed 2.00%. Fees are negotiable. Clients may also incur additional charges from custodians and broker-dealers.
Location
700 Walnut Street, Suite 600, Cincinnati, OH, 45202
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Peter is involved with Crew Capital Management, spending a few hours per week. He also works as a webmaster and is the founder of the Community Recovery Project, each taking about 10-20% of his time.
Employment History
Current Registrations
F/m Investments LLC
Crew Capital Management, LTD.
Previous Registrations
F/m Investments LLC
Ross, Sinclaire & Associates, LLC
Ross, Sinclaire & Associates, LLC
Ross, Sinclaire & Associates, LLCBroker
Fry Hensley & CO
State Registrations2 states
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