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 provide specialized portfolios and consulting services. The firm manages portfolios and provides sub-advisory services, tailoring strategies to client objectives.

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location

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

20 Advisors at this firm