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Eric Stuart

Portside Wealth Group, LLC
24 Years of Experience
South Jordan, UT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Eric Stuart is a registered investment advisor at Portside Wealth Group, LLC, based in South Jordan, UT, with 24 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,475 clients with $1.4B in assets under management.

Portside Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
6,475 clients
Average Client Portfolio
$221K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

75 W Towne Ridge Pkwy Suite 210, South Jordan, UT, 84070

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric is a VP at Allegis Advisor Group, focusing on life distribution, sales, and insurance (full-time). He is also an independent insurance agent (minimal time), an IAR at Portside Wealth Group (minimal time), and a consultant for GLG, discussing insurance-related topics (minimal time).

Employment History
Current Registrations
Portside Wealth Group, LLC
April 2023 - Present · 3 yrs 6 mos
The Leaders Group, INC.
November 2022 - Present · 3 yrs 11 mos
The Leaders Group, INC.Broker
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Dfpg Investments, LLCBroker
June 2019 - October 2022 · 3 yrs 4 mos
Townsquare Capital, LLC
July 2018 - May 2023 · 4 yrs 10 mos
Allegis Investment Advisors, LLC
November 2016 - July 2018 · 1 yr 8 mos
Allegis Investment Services, LLCBroker
July 2016 - March 2019 · 2 yrs 8 mos
P.J. Robb Variable CorporationBroker
October 2012 - June 2016 · 3 yrs 8 mos
New England Securities Corporation
October 2000 - December 2010 · 10 yrs 2 mos
New England SecuritiesBroker
August 2000 - December 2010 · 10 yrs 4 mos
American Express Financial Advisors INC.Broker
May 2000 - July 2000 · 2 mos
Ids Life Insurance CompanyBroker
May 2000 - July 2000 · 2 mos
State Registrations2 states
CAUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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