Pablo Bianchi
Pablo Bianchi is a CFP-designated registered investment advisor at Principal Securities, INC., based in San Antonio, FL, with 31 years of industry experience. Pablo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 51,941 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.10% |
Fees are negotiable and collected quarterly in arrears. Schedule reflects the SEI Managed Account Solutions program maximum fees. Other programs utilize promoter fees ranging from 0.07% to 1.50% or asset-based fees up to 1.95%.
Fee Estimator
Location
San Antonio, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2015Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Pablo has an entity established to pay non-principal staff salaries. He also sells fixed insurance, fixed life, fixed annuities, health, and LTC insurance products, and owns rental property, dedicating minimal time to it.
Employment History
Current Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
1717 Capital Management CompanyBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations26 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.
Exams
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