Edward Bondy is a registered investment advisor at Trail Creek Advisors, LLC, based in Boise, ID, with 39 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 14 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
All advisory fees are negotiable.
Fee Estimator
Location
Boise, ID
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Trail Creek Advisors, LLC
Previous Registrations
Investment Only Annuities
Planmember Securities CorporationBroker
Foreside Fund Services, LLCBroker
Sterling Wealth Management Group, INC.
Comprehensive Asset Management and Servicing, INC.Broker
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Symetra Investment Services, INC.Broker
Rydex Distributors, INC.Broker
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Equitable Distributors, INC.Broker
Safeco Investment Services, INC.Broker
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Pioneer Funds Distributor, INC.Broker
The Pioneer Group, INC.Broker
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Crowell, Weedon & CO.Broker
Wagenseller & Durst, INC.Broker
First Jersey Securities, INC.Broker
State Registrations1 state
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