Luke Allen Barbalich
Investment Adviser Representative at BIONDO INVESTMENT ADVISORS LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Luke Allen Barbalich has worked in the securities industry since 2021. They are registered to provide investment advisory services in New Jersey, Pennsylvania, and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Equity SMA Level 1 < $1M | 1.50% |
| Equity SMA Level 1 $1M-$5M | 1.00% |
| Equity SMA Level 1 $5M-$10M | 0.75% |
| Equity SMA Level 2 < $1M | 1.50% |
| Equity SMA Level 2 $1M-$5M | 1.00% |
| Equity SMA Level 2 $5M-$10M | 0.75% |
| Equity SMA Level 3 < $1M | 1.25% |
| Equity SMA Level 3 $1M-$5M | 0.75% |
| Equity SMA Level 3 $5M-$10M | 0.50% |
| ETF < $1M | 1.00% |
| ETF $1M-$5M | 0.75% |
| ETF $5M-$10M | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
Biondo Investment Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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