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Francisco Bido

10 Years of Experience

Francisco Bido is a registered investment advisor at F/m Investments LLC, based in Washington, DC, 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 Investment Management, Retirement Planning. Their firm serves 4,484 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
4,484 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$16.9B

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

3050 K. St Nw, Suite 201, Washington, DC, 20007

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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
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.