Luke Barbalich is a registered investment advisor at Biondo Investment Advisors LLC, based in Milford, PA, with 4 years of industry experience. Luke 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 →Employment History
Current Registrations
Biondo Investment Advisors LLC
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
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