Edward Zywien
Edward Zywien is a registered investment advisor at Concord Wealth Partners, based in Abingdon, VA, with 42 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,284 clients with $950M 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 $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M+ | 0.80% |
Fees are negotiable and can vary based on several factors. Concord Asset Management, an affiliated sub-advisor, charges an additional 0.25% of assets under management.
Fee Estimator
Location
955 West Main Street, Abingdon, VA, 24210-2427
Get directionsHistory
Regulatory History (1)
Criminal
December 1979Other Business ActivitiesSells Insurance
Edward sells insurance, dedicating a few hours per week to this activity. This is implemented through an individual.
Employment History
Current Registrations
Concord Wealth Partners
Previous Registrations
Coppertree®, LLC
Triad Advisors, INC.
Triad Advisors, INC.Broker
Raymond James Financial Services, INC.Broker
MML Investors Services, INC.Broker
New England SecuritiesBroker
State Registrations2 states
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.