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Francisco Bido

10 Years of Experience
Lawrence, KS

Francisco Bido is a registered investment advisor at F/m Investments LLC, based in Lawrence, KS, with 10 years of industry experience. Francisco 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
5,780 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$17.7B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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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Location

810 Pennsylvania St., Suite 209, Lawrence, KS, 66044

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
F/m Investments LLC
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Cognios Capital, LLC
February 2016 - April 2020 · 4 yrs 2 mos
State Registrations1 state
KS
Advisor

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
No exam information available for this advisor.
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