F/m Investments (FMI) offers investment management to individuals and institutions through separately managed accounts, mutual funds, and ETFs. FMI also provides consulting services and model portfolios. FMI manages client portfolios based on their investment policies and objectives. FMI does not guarantee investment results.
Assets Under Management$17B
Clients4,484
Advisors21
Avg. per Client$3.8M
Avg. per Advisor$800M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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.
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Location
21 Advisors at this firm
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