David Littleton is a registered investment advisor at F/m Investments LLC, based in Washington, DC, with 9 years of industry experience. David 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
3050 K. St Nw, Suite 201, Washington, DC, 20007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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