Eric Brisebois
Eric Brisebois is a registered investment advisor at Newedge Advisors, based in Westborough, MA, with 25 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, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
1500 West Park Dr, Suite 215, Westborough, MA, 01581
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Regulatory History (3)
Customer Dispute
January 2023Customer Dispute
October 2013Customer Dispute
December 2012Other Business ActivitiesSells Insurance
Eric operates under the DBA name of Vision Wealth Strategies, LLC to sell New York Life products and services, as well as brokering non-registered insurance products. He is also a notary public, spending minimal time notarizing documents, and a member of ACE FIB, LLC, a real estate company. Finally, Eric volunteers as a coach for the Arlington Soccer Club a few hours per week.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 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.