AT

Alexandra Gene Tallman-Vigilante

18 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
Loading...

Advisor Information

Office location

540 Route 6 & 209, Milford, PA, 18337

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Biondo Investment Advisors LLC
November 2018 - Present · 7 yrs 2 mos
Previous Registrations
Biondo Asset Management LLCBroker
January 2006 - October 2017 · 11 yrs 9 mos
State Registrations2 states
NJPA
Advisor
Exams
No exam information available for this advisor.
Alexandra Gene Tallman-vigilante - Financial Advisor | AdvisorDiscover