Joseph Biondo is a registered investment advisor at Biondo Investment Advisors LLC, based in Milford, PA, with 29 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
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Regulatory History
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 →Other Business Activities
Joseph is a member of BWB Holdings, LLC, a real estate company, and coordinates and plans construction of a new office building. This takes minimal time during business hours and a few hours per week after business hours.
Employment History
Current Registrations
Biondo Investment Advisors LLC
Previous Registrations
Biondo Asset Management LLCBroker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Sunamerica Securities, INC.Broker
State Registrations3 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
- Joseph BiondoBiondo Investment Advisors LLC
- Casey Pisano, CFPBiondo Investment Advisors LLC
- Scott Goginsky, CFABiondo Investment Advisors LLC
- Justin Bolmgren, CFPWilliam Joseph Capital Management, INC.