John Bianchi is a CFA-designated registered investment advisor at Iam Advisory LLC, based in Easton, PA, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,591 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAM Advisory's wealth management fees range from 0.50% to 2.00% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. There is a $250 minimum annual fee. Fees are based on the average daily balance of assets under management and are paid monthly.
Location
137 North Second Street, Easton, PA, 18042
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Regulatory History (1)
Customer Dispute
April 2003Other Business Activities
John is a member of the CFA Institute, a non-profit organization, dedicating minimal time. He also co-owns a rental property, having sold a 50% equity interest to his daughter and son-in-law in 2018.
Employment History
Current Registrations
Iam Advisory LLC
Previous Registrations
Royal Alliance Associates, INC.Broker
Investment Advisors Asset Management, LLC
Investment Advisors & Consultants, INC.Broker
Alliancebernstein Investment Research and Management, INC.Broker
Citigroup Global Markets INC.Broker
Lehman Brothers 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.