Edwin Ryu is a PFS-designated registered investment advisor at Legacy Wealth Advisors, LLC, based in San Jose, CA, with 25 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 55 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Wealth Advisors' fees for wealth advisory services are negotiated and generally range from 0.5% to 1.5% per year of the assets they manage. The fee depends on the size of your portfolio, the complexity of your investment issues, the portfolio configuration, and the amount of ongoing professional time required. Fees may be billed in advance or in arrears, depending on the third-party managers’ policies.
Location
2001 Gateway Place, Suite 600W, San Jose, CA, 95110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edwin is a shareholder and board member of Concert Global Group, and a member of Concert Wealth Management's investment committee. He also serves on the board of directors for the Mountain View Buddhist Temple, the board of trustees at the York School of Monterey, and the board of trustees at Pitzer College, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Legacy Wealth Advisors, LLC
State Registrations1 state
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