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Trail Creek Advisors, LLC

Updated today

Client assets under management

$18,000,000

Clients

14

29% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

7

Very Low

Average account size

$1,285,714

About

Trail Creek Advisors provides discretionary investment management primarily to individual and high-net-worth clients, offering portfolio construction, asset allocation and ongoing monitoring across a wide range of asset classes. The firm reports managing about $18 million in client assets for a small roster of 14 clients, indicating a relatively concentrated, high-touch client base compared with many supported peers.

The two-advisor team uses computerized models, economic and data research and multiple market indicators to guide flexible, multi-asset portfolios that can include ETFs, leveraged funds, REITs, MLPs and other instruments. The firm typically operates under written discretionary authority, conducts periodic (at least quarterly) reviews, and notes that investment decisions generally take priority over tax considerations.

Noteworthy aspects include a formal code of ethics, an explicit policy not to vote client proxies and an absence of third-party sales compensation — practices that differ from many advisers that handle proxy voting or receive outside referral fees. The firm’s principal also maintains limited outside activities as an author and as director of a charity, a governance detail that may affect firm resources and culture.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management

Fee options

Percentage

$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%

Main office location

Trail Creek Advisors, LLC

Boise ID, United States

Number of offices

1

Most active in

Idaho

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Craig V

Series 63, Series 65

Boise, ID

Trail Creek Advisors, LLC

Craig Verdi is the sole advisor at Trail Creek Advisors, LLC in Boise, ID, holding Series 63 and Series 65 licenses with 40 years of industry experience. He previously worked at CommonWealth Financial Network for 10 years and has operated Verdi Wealth Management since 2011. Outside of his advisory work, Verdi is an author and runs a marketing sole proprietorship related to his book. Trail Creek Advisors provides discretionary investment management to individuals, including high-net-worth clients, using a multi-indicator approach for asset allocation and security selection. The firm employs a broad range of investment vehicles and emphasizes ongoing research in its portfolio construction and review process.

Wealth management Passive / index investing Active portfolio management
user avatar

Edward B

Series 63, Series 65

Boise, ID

Trail Creek Advisors, LLC

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.

Wealth management Passive / index investing Active portfolio management
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