Bryan Erickson
Bryan Erickson is a registered investment advisor at Eversource Wealth Advisors, LLC, based in Redding, CA, with 27 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 4,338 clients with $5.1B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees are subject to negotiation and vary among advisors. Rates for assets over $3,000,000 are separately negotiated.
Fee Estimator
Location
2155 Larkspur Lane, Suite B, Redding, CA, 96002
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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
Bryan is the CEO/President/IAR of Highway Financial Networks, dedicating nearly full-time hours to this role. He also provides management oversight to consulting services branded as Team SlingshotTM and serves as the CEO/President/Insurance Agent of LPG Insurance Services, Inc., offering insurance advice and products from time to time.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Harvest Investment Services, LLC
Ashby Financial Services
Highway Financial Networks
Financial West Investment Group, INC.
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.
Exams
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