Alexander Morris is a registered investment advisor at F/m Investments LLC, based in Washington, DC, with 7 years of industry experience. Alexander 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
Get directionsHistory
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
Alexander is a managing member of RoundCube, LLC, a holding company for private family investments, dedicating minimal time. He is also a managing partner of Rowhouse Capital Partners, LLC, an investment management consultancy, spending less than a quarter of his time on this activity.
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
More Advisors
- Michael Botte, CFPF/m Investments LLC
- Sean Baker, CFPMorgan Stanley
- Michael Wroblewski, CFPFinancial Advisor for You, LLC
- James Smith, CFPMission Wealth Management, LP
- Lynn Snyder, CFAAdvice and Planning Services
- Kenneth Killfoil, CFPRaymond James & Associates, INC.