Fermo Bianchi
Fermo Bianchi is a registered investment advisor at Fabco Investment Advisors, LLC, based in Newton Upper Falls, MA, with 15 years of industry experience. Fermo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 186 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
79 Oak Street, Newton Upper Falls, MA, 02464
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Fermo works as a chief tax preparer, preparing individual and fiduciary income tax returns since 2007. This activity takes about a quarter of his time.
Employment History
Current Registrations
Fabco Investment Advisors, LLC
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.