Keith Weldon is a CFA-designated registered investment advisor at F/m Investments LLC, based in St. Louis, MO, with 21 years of industry experience. Keith 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
8235 Forsyth Boulevard, Suite 725, St. Louis, MO, 63105
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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 →Other Business Activities
Keith is a 50% owner of RYM Enterprises, LLC DBA The Porch, a retail shop, with his wife owning the other 50%. His involvement is minimal, assisting his wife as requested.
Employment History
Current Registrations
F/m Investments LLC
Previous Registrations
Zcm
Ziegler Capital Management, LLC
Missouri Valley Partners, 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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