Keith Weldon is a CFA-designated registered investment advisor at F/m Investments LLC, based in St. Louis, MO, with 20 years of industry experience. Keith 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
8235 Forsyth Boulevard, Suite 725, St. Louis, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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