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Edward Dropic

21 Years of Experience
Seminole, FL
BrokerSells Insurance

Edward Dropic is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Seminole, FL, with 21 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.

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Location

Seminole, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Edward is involved in multiple insurance brokerages, selling various insurance products including life, disability, medical, long-term care, and annuities. He also has a referral relationship with an entity for tax planning, which could potentially lead to related insurance or managed money business.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
May 2022 - Present · 4 yrs 4 mos
Hornor, Townsend & Kent, LLCBroker
June 2004 - Present · 22 yrs 3 mos
State Registrations11 states
CAFLINMAMDMENCOHORSCVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Edward Dropic - Financial Advisor | TrueAdvisor