Frances Robinson-Bidwell
Frances Robinson-Bidwell is a registered investment advisor at Pelican Investment Advisors, LLC, based in Albuquerque, NM, with 20 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 270 clients with $130M 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 | 2.00% |
Annual fees are a maximum of 2.00% and are charged quarterly in arrears based primarily on asset size and complexity. Fees are negotiable and may be lower or waived in individual cases.
Fee Estimator
Location
Albuquerque, NM
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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 →Other Business Activities
Frances is the Endowment Committee Chair for the Women's Board of the Museum of New Mexico, a non-profit organization. She spends minimal time on this activity each month.
Employment History
Current Registrations
Pelican Investment Advisors, LLC
Previous Registrations
Level Four Financial, LLCBroker
Level Four Advisory Services
Morgan StanleyBroker
Morgan Stanley
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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
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