Alan Erickson is a registered investment advisor at West Ridge Advisors, based in Midvale, UT, with 9 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 623 clients with $270M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Custom pricing for accounts over $20,000,000. Clients using personalized indexing strategies pay an additional 0.15% to 0.20% to Vanguard.
Fee Estimator
Location
7396 Union Park Ave #101, Midvale, UT, 84047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan works full-time as a CPA for Udall CPA Group PLLC since 2012. He is also a partner or member in several commercial real estate holding companies, dedicating minimal time to most, but a few hours per week to 3TFM Utah Investments LLC, and about 5% of his time to UCG Scottsdale, LLC.
Employment History
Current Registrations
West Ridge Advisors
State Registrations1 state
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