Edwin Gonzalez
Edwin Gonzalez is a registered investment advisor at Primerica Advisors, based in Briarcliff, NY, with 30 years of industry experience. Edwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B 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 | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
515 N State Rd, Suite A, Briarcliff, NY, 10510
Get directionsHistory
Regulatory History (6)
Judgment / Lien
January 2025Judgment / Lien
December 2024Judgment / Lien
December 2023Judgment / Lien
January 2021Judgment / Lien
December 2016Customer Dispute
September 2002Other Business Activities
Edwin sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan product sales and home security/automation referrals. Edwin is also the owner of No Boss Unlimited since 2015.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.
State Registrations12 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.
Exams
More Advisors
- Sandra GonzalezPrimerica Advisors