Joseph Daly is a registered investment advisor at Biondo Investment Advisors LLC, based in Milford, PA, with 6 years of industry experience. Joseph 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.
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Learn about disclosures →Employment History
Current Registrations
Biondo Investment Advisors LLC
State Registrations3 states
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