James Bianchi
James Bianchi is a ChFC-designated registered investment advisor at Atlas Fiduciary Services, INC., based in Boston, MA, with 33 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 132 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Atlas Fiduciary Services charges a fee based on the value of your investments. This fee can be up to 1.00% annually. The exact fee depends on the complexity of your situation, the amount of assets being managed, and your overall relationship with AFS. Fees are paid monthly in advance. The fee does not include brokerage or custody fees.
Location
180 Canal St, 5th Floor, Boston, MA, 02114
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2001Other Business ActivitiesSells Insurance
James is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations through BBG Agency, LLC and BCA Financial Group. He also dedicates minimal time to charitable organizations and business entities for tax/investment purposes, while his role at BCA Financial Group is a full-time position.
Employment History
Current Registrations
Atlas Fiduciary Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bay Financial Advisors, INC.
The Patriot Financial Group, LLC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, INC.Broker
State Registrations13 states
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.