JB

Joseph Ralph Biondo

55 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
1,057 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
Financial Plan Fee:From $3,000

Biondo Investment Advisors charges fees based on assets under management. For discretionary equity separately managed accounts, fees range from 1.50% on assets less than $1,000,000 to a negotiated rate for assets over $10,000,001. For discretionary ETF accounts, fees range from 1.00% on assets less than $1,000,000 to a negotiated rate for assets over $10,000,001. Non-discretionary advisory account fees range from $50 to $2,500 on a fixed fee basis. Financial planning fees are $3,000 for the "Foundation" service and 0.20% of net worth per annum for the “360” service. Financial planning fees are waived for clients participating in Biondo's Managed Account program.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

540 Route 6 & 209, Milford, PA, 18337

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Regulatory History (1)
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Customer Dispute
May 1993
Settled
Other Business Activities

Joseph is the sole owner of three real estate holding companies (L&J, Inc., Bee Gee Realty, and 605 PA Ave), all established before 2004. He spends minimal time on these activities before and after business hours.

Employment History
Current Registrations
Biondo Investment Advisors LLC
April 2004 - Present · 21 yrs 9 mos
Previous Registrations
Biondo Asset Management LLCBroker
April 2004 - October 2017 · 13 yrs 6 mos
Citigroup Global Markets INC. Broker
July 1993 - March 2004 · 10 yrs 8 mos
Lehman Brothers INC.Broker
September 1979 - July 1993 · 13 yrs 10 mos
Loeb PartnersBroker
January 1978 - September 1979 · 1 yr 8 mos
Loeb Rhoades & CO. INC.Broker
January 1977 - January 1978 · 1 yr
Loeb, Rhoades & CO. INC.Broker
July 1970 - January 1977 · 6 yrs 6 mos
State Registrations4 states
FLNJPATX
Advisor
Exams
No exam information available for this advisor.