Karl Wagner is a registered investment advisor at Biondo Investment Advisors LLC, based in Milford, PA, with 30 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,057 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
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 →Other Business ActivitiesSells Insurance
Karl is involved in several outside business activities. He provides life insurance and annuities through Biondo Wealth Services, is a part-owner of Anthony's Coal Fired Pizza, coordinates real estate construction through BWB Holdings, and is president of 110 East High St. LLC, a passive real estate rental company.
Employment History
Current Registrations
Biondo Investment Advisors LLC
Previous Registrations
Biondo Asset Management LLCBroker
Prudential Annuities Distributors, INCBroker
AXA Distributors, LLCBroker
Sun Life Financial Distributors, INC.Broker
Putnam Mutual Funds CORP.Broker
Mutual Service CorporationBroker
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.