David Drzadinski is a CFA-designated registered investment advisor at F/m Investments LLC, based in Milwaukee, WI, with 21 years of industry experience. David 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
309 North Water Street, Suite 315, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
F/m Investments LLC
Previous Registrations
Zcm
Ziegler Capital Management, LLC
Red Granite Advisors LLC
Robert W. Baird & CO. Incorporated
State Registrations1 state
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