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Justin Hennessy

F/m Investments LLC
25 Years of Experience
Norwood, MA
View SEC Summary
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Justin Hennessy is a registered investment advisor at F/m Investments LLC, based in Norwood, MA, with 25 years of industry experience. Justin 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.

F/m Investments LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
5,780 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$17.7B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Norwood, MA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Justin is an investment advisor representative at Ross Sinclaire & Associates, dedicating minimal time to client portfolio management. He is also the President and owner of PTS Analytics, a fixed income portfolio management software company, spending about 10-20% of his time on this endeavor.

Employment History
Current Registrations
F/m Investments LLC
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Ross, Sinclaire & Associates, LLC
March 2018 - December 2021 · 3 yrs 9 mos
Ross, Sinclaire & Associates, LLCBroker
May 2011 - June 2020 · 9 yrs 1 mo
Northern Capital Securities CorporationBroker
August 2009 - March 2011 · 1 yr 7 mos
Security Dealers Guild, INC.Broker
September 2000 - August 2009 · 8 yrs 11 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.
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