Didya Bianchi
Didya Bianchi is a registered investment advisor at Encompass Advisory Services, LLC, based in Katy, TX, with 8 years of industry experience. Didya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 433 clients with $120M 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 $25K | 2.00% |
| $25K - $100K | 1.75% |
| $100K - $499K | 1.50% |
| $499K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable above $2,000,000.
Fee Estimator
Location
23114 Seven Meadows Parkway, Katy, TX, 77494
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 ActivitiesSells Insurance
Didya is the Chief Compliance Officer for Encompass Advisory Services, LLC, spending about half their time ensuring compliance and delivering training. Didya is also an insurance agent selling life insurance and long-term care (LTC) products, and a real estate sales agent and owner/business manager for a home inspection company, dedicating a few hours per week to each.
Employment History
Current Registrations
Encompass Advisory Services, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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