BIONDO Perspectives

January 25th, 2017

Upgrades in 2017

Biondo Investment Advisors, LLC is pleased to announce an upcoming enhancement to our relationship with Fidelity Investment Services. We are excited and confident that this change will enhance the level of service and allow our entire staff to remain committed to excellence.

As many of our clients know, Fidelity now serves as trustee custodian for our qualified accounts and as our clearing firm, with National Financial Services, LLC as our custodian for our assets. This, of course, will not change.

What will change is the platform that our firm utilizes within the Fidelity family. What this means to our firm and our clients is better technology, the elimination of the IRA annual maintenance fees to our clients and greater access to research for our investment management team.

Our commitment to all of you always remains our top priority, and we continually work at providing premium services on all levels. Please expect a personalized letter coming to you shortly which will provide much more detail regarding this exciting news.

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