Biondo Investment Advisors LLC
Assets Under Management
$1.1B
Number of Clients
1,057
Number of Advisors
12
Average Client AUM
$1.0M
AUM per Advisor
$92.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Biondo Investment Advisors provides investment supervisory services, managing separate accounts on a discretionary, fee-for-service basis. They offer financial planning services under separate programs, "Foundation" and "360", tailored to individual client needs. The firm also advises The Biondo Focus Fund. Biondo tailors its advisory and financial planning services to the individual needs of clients.
Fee Structure
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
Location
540 Route 6 & 209, Milford, PA, 18337