Eric Stats
Eric Stats is a CFA-designated registered investment advisor at Brighton Wealth Management, INC., based in Cottonwood Heights, UT, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 451 clients with $130M 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 $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Brighton Wealth may charge a lesser investment advisory fee or a flat fee based on certain criteria. Similarly situated clients could pay different fees.
Fee Estimator
Location
6975 Union Park Ave., #600, Cottonwood Heights, UT, 84047
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Eric is the President of Brighton Wealth Management, an RIA, dedicating most of his professional time to this. He is also a partner in Kingbee Rentals, LLC and Unified Fleet Services, LLC, spending minimal time consulting on business structure and practices for each.
Employment History
Current Registrations
Brighton Wealth Management, INC.
Previous Registrations
Blpg Investments
Foresight Wealth Management, LLC
Strategis Financial Group, INC
Brighton Wealth Management, INC.
Yellowstone Partners
Wind River Advisors, L.L.C.
Davidson Trust CO.
Davidson Trust CO.
Wells Fargo Investments, LLC
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.