Barry Julien is a CFA-designated registered investment advisor at F/m Investments LLC, based in Los Angeles, CA, with 21 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5,780 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees for separately managed accounts typically range from 0.35% to 1.00% annually and generally do not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
1875 Century Park East, Suite 950, Los Angeles, CA, 90067
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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 →Employment History
Current Registrations
F/m Investments LLC
Previous Registrations
Oakhurst Capital Advisors, LLC
Lido
First Western Capital Management Company
First Western Investment Management, INC.
Stonebridge Capital Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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