Eric Barnes is a registered investment advisor at Portside Wealth Group, LLC, based in Kaysville, UT, with 1 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 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
47 N Main, Kaysville, UT, 84037
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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 →Other Business ActivitiesSells Insurance
Eric sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. He also owns and operates a law firm, The Law Offices of Eric B Barnes, Inc., providing legal services and managing staff, which takes up more than full-time hours. Additionally, Eric is a member manager of EB and JB Management, LLC, managing an office building, dedicating minimal time to this activity.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Transamerica Financial Advisors, LLCBroker
Transamerica Financial Advisors, LLC
State Registrations1 state
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.