Edwina Bordman is a registered investment advisor at Stonex Advisors INC., based in Eureka, CA, with 28 years of industry experience. Edwina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
2839 F Street, PO Box 6427, Eureka, CA, 95501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edwina works as an investment advisor at Beckman Investments, dedicating about a quarter of her time. She spends 30 hours per month during SEC trading hours on brokerage sales and maintaining client accounts.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Asset Management, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Financial Network Investment CorporationBroker
Cal Fed InvestmentsBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
State Registrations8 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.