Ariel Kosco
Ariel Kosco is a registered investment advisor at Biondo Investment Advisors LLC, based in Milford, PA, with 10 years of industry experience. Ariel 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 (3)
Financial
November 2023Financial
October 2023Financial
March 2023Employment History
Current Registrations
Biondo Investment Advisors LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, 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
- Joseph BiondoBiondo Investment Advisors LLC
- Casey Pisano, CFPBiondo Investment Advisors LLC
- Scott Goginsky, CFABiondo Investment Advisors LLC
- Justin Bolmgren, CFPWilliam Joseph Capital Management, INC.