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 (3)
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Financial
November 2023
Final
Financial
October 2023
Final
Financial
March 2023
Pending
Employment History
Current Registrations
Biondo Investment Advisors LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2021 - February 2024 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLC Broker
February 2016 - February 2024 · 8 yrs
State Registrations3 states
NJPATX
Advisor
Exams
No exam information available for this advisor.
Ariel F Kosco - Financial Advisor | AdvisorDiscover