Eric Halvorsen is a CFP-designated registered investment advisor at Physician Wealth Advisors, INC., based in Salt Lake City, UT, with 19 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,102 clients with $1.7B 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 | 0.80% |
| $250K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Location
6820 South 900 East, Suite 200, Salt Lake City, UT, 84047
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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 →Employment History
Current Registrations
Physician Wealth Advisors, INC.
Previous Registrations
Stoker Ostler, a Part of BMO Financial Group
Contango Capital Advisors, INC.
Chase Investment Services CORP.
Contango Capital Advisors, INC.
Zions Direct, INC.
State Registrations1 state
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