EB
EB

Edward Bonner

4 Years of Experience
Broker

Edward Bonner is a registered investment advisor at Sprott Asset Management USA INC., based in Darien, CT, with 4 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,613 clients with $4.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
22 advisors
Number of Clients
2,613 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are subject to negotiation at the sole discretion of SAM USA and will typically vary according to several factors, such as: the type of client; the discretionary authority granted to the Adviser; the total assets under management; and other business considerations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

320 Post Road, Suite 230, Darien, CT, 06820

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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 Activities

Edward is the sole member/owner of 1014 N Calvert Street LLC, a private real estate investment, but delegates all duties to an assistant. He also works full-time as an Investment Associate at Sprott Asset Management USA, Inc. since August 2021, provides investment advisory services, spends a few hours per week blogging, and dedicates minimal time referring clients to Miles Franklin for bullion purchase/storage.

Employment History
Current Registrations
Sprott Asset Management USA INC.
August 2021 - Present · 4 yrs 8 mos
Sprott Global Resource Investments LTDBroker
June 2021 - Present · 4 yrs 10 mos
State Registrations52 states
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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.