Joseph Biondo
Joseph Biondo is a registered investment advisor at Biondo Investment Advisors LLC, based in Milford, PA, with 56 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,138 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Rates reflect the highest tier schedule (Levels 1 and 2). Fees are negotiable for accounts over $10M. Different strategy levels have varying rates (e.g., Level 3 ranges from 1.25% down to 0.50%).
Fee Estimator
Location
540 Route 6 & 209, Milford, PA, 18337
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1993Other 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
Previous Registrations
Biondo Asset Management LLCBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Loeb PartnersBroker
Loeb Rhoades & CO. INC.Broker
Loeb, Rhoades & CO. INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Ariel KoscoBiondo Investment Advisors LLC
- Casey Pisano, CFPBiondo Investment Advisors LLC
- Scott Goginsky, CFABiondo Investment Advisors LLC
- Justin Bolmgren, CFPWilliam Joseph Capital Management, INC.