KW

Karl Augustus Wagner

30 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
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Karl is involved in several outside business activities. He provides life insurance and annuities through Biondo Wealth Services, is a part-owner of Anthony's Coal Fired Pizza, coordinates real estate construction through BWB Holdings, and is president of 110 East High St. LLC, a passive real estate rental company.

Employment History
Current Registrations
Biondo Investment Advisors LLC
April 2014 - Present · 11 yrs 9 mos
Previous Registrations
Biondo Asset Management LLCBroker
August 2013 - October 2017 · 4 yrs 2 mos
Prudential Annuities Distributors, INCBroker
May 2008 - August 2013 · 5 yrs 3 mos
AXA Distributors, LLCBroker
April 2006 - April 2008 · 2 yrs
Sun Life Financial Distributors, INC.Broker
December 1997 - March 2006 · 8 yrs 3 mos
Putnam Mutual Funds CORP.Broker
June 1996 - December 1997 · 1 yr 6 mos
Mutual Service CorporationBroker
October 1994 - July 1995 · 9 mos
State Registrations3 states
NJPATX
Advisor
Exams
No exam information available for this advisor.