Casey Pisano
Casey Pisano is a CFP-designated registered investment advisor at Biondo Investment Advisors LLC, based in Milford, PA, with 14 years of industry experience. Casey 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
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 ActivitiesSells Insurance
Casey works as an insurance broker for various carriers, selling health, group benefits, life insurance, annuities, long-term care, and disability insurance products since 2012. These activities each take a few hours per week.
Employment History
Current Registrations
Biondo Investment Advisors LLC
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Rockwell Global Capital LLCBroker
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
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