Eric Weiss is a CFP-designated registered investment advisor at Brightscape Investment Centers, based in Miami, FL, with 26 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 145 clients with $100M 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 $100K | 2.00% |
| $100K - $300K | 1.00% |
| $300K+ | 0.75% |
Asset Management Fees are also charged on a flat dollar amount or as a percentage of up to 2.0% per annum. Fees are negotiable.
Fee Estimator
Location
Miami, FL
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 manager and registered agent of Granite Park Capital, LLC (venture capital investments) and Wander, LLC (developer). He spends minimal time on these businesses, which occurs during securities trading hours.
Employment History
Current Registrations
Brightscape Investment Centers
State Registrations4 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.