Edward Bondy
Advisor at Trail Creek Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Trail Creek Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID
Credentials
Series 63, Series 65
Industry experience
39 years
Edward Bondy is the sole advisor at Trail Creek Advisors, LLC, an independent firm based in Boise, ID. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to founding Trail Creek Advisors, Bondy was with PlanMember Securities Corporation for three years and has been associated with Aviara Wealth Advisors for over a decade. Outside of his advisory work, he is involved with Aviara Wealth Advisors in a limited insurance sales capacity. Trail Creek Advisors provides discretionary investment management to individuals, including high-net-worth clients, using a diverse investment toolkit and a research-driven approach that combines computer models, economic data, and multiple indicators to guide portfolio construction and asset allocation.
Based on Trail Creek Advisors, LLC
$0 - $500,000: 1.00% $500,000.01 - $2,000,000: 0.90% $2,000,000.01 - $4,000,000: 0.85% $4,000,000.01+: 0.75%
Boise, ID
Idaho
PlanMember Securities Corporation
2017 - 2020 (3 years)
Edward A. Bondy (self employed)
2015 - 2017 (2 years)
Aviara Wealth Advisors
2012 - Present (14 years)
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