Biondo Investment Advisors manages investment portfolios and offers financial planning services. They manage separate accounts on a discretionary basis, meaning they can make trades without asking you first. They also offer financial planning services, including general financial planning and more complex planning for high-net-worth individuals. Biondo tailors its services to your individual needs by reviewing your personal information, goals, and risk tolerance.
Fee Structure
Biondo Investment Advisors charges a percentage of your portfolio's value each quarter for managing your investments. The exact percentage depends on the type of account you have and how much you invest.
Discretionary Equity Separately Managed Accounts:
- Under $1,000,000: 1.25% to 1.50% per year
- $1,000,001 - $5,000,000: 0.75% to 1.00% per year
- $5,000,001 - $10,000,000: 0.50% to 0.75% per year
- $10,000,001 and over: Negotiated Fee Rate
Discretionary Exchange Traded Funds (ETF) Accounts:
- Under $1,000,000: 1.00% per year
- $1,000,001 - $5,000,000: 0.75% per year
- $5,000,001 - $10,000,000: 0.50% per year
- $10,000,001 and over: Negotiated Fee Rate
Fees are negotiable and may be lower for accounts of Biondo or its affiliates, former employees or their relatives, and current employees or their relatives.