David Littleton is a registered investment advisor at F/m Investments LLC, based in Washington, DC, with 10 years of industry experience. David 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
900 19th St Nw, Suite 203, Washington, DC, 20006
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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
David is a partner at Rowhouse Capital Partners, LLC, an investment management consultancy, dedicating less than a quarter of his time. He is also a non-executive director at Just Results, LLC, a strategic consultancy company, spending minimal time on this role.
Employment History
Current Registrations
F/m Investments LLC
Previous Registrations
Vestmark Advisory Solutions, 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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