F/m Investments manages investment portfolios, mutual funds, and exchange-traded funds for individuals, high-net-worth clients, family offices, trusts, and institutional investors. The firm offers separately managed accounts, wrap programs, and model portfolios across equity and fixed-income strategies. F/m Investments provides both discretionary and non-discretionary investment advisory services, tailoring portfolio management to align with each client's specific investment objectives and guidelines.
Assets Under Management$18B
Clients5,780
Advisors17
Avg. per Client$3.1M
Avg. per Advisor$1B
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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