Biondo Investment Advisors manages investment portfolios and provides financial planning services for individuals, families, trusts, and other entities. Biondo Investment Advisors offers various equity and exchange-traded fund strategies tailored to client goals, risk tolerances, and liquidity needs. The firm specializes in discretionary investment management, where portfolio managers make trading decisions on behalf of clients, while also accommodating non-discretionary accounts. In addition to portfolio management, Biondo Investment Advisors offers financial planning services ranging from general foundation planning to comprehensive 360-degree financial planning covering education, tax, retirement, and estate planning. The firm operates as a registered investment adviser legally required to act in your best interest when providing retirement advice.
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%).