Joseph Bianchi is a registered investment advisor at Stride Investments, LLC, based in Chicago, IL, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 579 clients with $200M 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 | 0.90% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. STRIDE Investments may also utilize the services of sub-advisors.
Fee Estimator
Location
1925 N Clybourn Ave, Suite 301, Chicago, IL, 60614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stride Investments, LLC
Previous Registrations
Fisher Investments
State Registrations2 states
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