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 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
Norwood, MA
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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.
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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
Previous Registrations
Ross, Sinclaire & Associates, LLC
Ross, Sinclaire & Associates, LLCBroker
Northern Capital Securities CorporationBroker
Security Dealers Guild, INC.Broker
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.