Elizabeth Bucalo is a registered investment advisor at F/m Investments LLC, based in Boston, MA, with 18 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. 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
111 Huntington Ave 6th Floor, Boston, MA, 02199
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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 →Employment History
Current Registrations
F/m Investments LLC
Fnex Capital, LLCBroker
Previous Registrations
Amundi Asset Management US, INC.
Amundi Pioneer Institutional Asset Management, INC.
Amundi Distributor US, INC.Broker
State Registrations51 states
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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