Edward Joseph Zywien

42 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Concord Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

1,284 clients

Average Client Portfolio

$737K average

Assets Under Management

$946.0M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.25%
$250K - $3.5M	1.00%
$3.5M+	0.80%

Fees are subject to negotiation and may vary based on several factors.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

955 West Main Street, Abingdon, VA, 24210-2427

Get directions

History

Regulatory History (1)

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Criminal

December 1979

Final Disposition

View Full SEC Report How to Read Disclosures

Other 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

October 2021 - Present · 4 yrs 4 mos

Previous Registrations

Coppertree®, LLC

June 2015 - December 2021 · 6 yrs 6 mos

Triad Advisors, INC.

February 2005 - December 2015 · 10 yrs 10 mos

Triad Advisors, INC.Broker

June 2003 - October 2016 · 13 yrs 4 mos

Raymond James Financial Services, INC.Broker

September 1997 - June 2003 · 5 yrs 9 mos

MML Investors Services, INC.Broker

March 1992 - September 1997 · 5 yrs 6 mos

New England SecuritiesBroker

May 1983 - March 1992 · 8 yrs 10 mos

State Registrations2 states

MATX

Advisor

Exams

No exam information available for this advisor.