EZ

Edward Joseph Zywien

42 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
1,284 clients
Average Client Portfolio
$737K average
Assets Under Management
$946.0M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $3.5M1.00%
$3.5M+0.80%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$500 - $10,000
Hourly Rate:$150 - $300/hr

Financial planning fees range from $500 to $10,000, or $150 to $300 per hour, depending on complexity. Investment advisory fees are based on a percentage of assets under management. The standard AUM fee is 1.25% for assets under $250,000, 1.00% for assets between $250,000 and $3,500,000, and 0.80% for assets over $3,500,000. Fees are negotiable. The annual AUM fee is prorated and paid monthly, in arrears, based on the average daily balance.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
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Advisor Information

Office location

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

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
December 1979
Final Disposition
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 3 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.
Edward Joseph Zywien - Financial Advisor | AdvisorDiscover