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Eric Barnes

Portside Wealth Group, LLC
2 Years of Experience
Kaysville, UT
Sells Insurance
View SEC Summary
View SEC Summary

Eric Barnes is a registered investment advisor at Portside Wealth Group, LLC, based in Kaysville, UT, with 2 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
—
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Location

47 N Main, Kaysville, UT, 84037

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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 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
December 2025 - Present · 10 mos
Previous Registrations
Transamerica Financial Advisors, LLCBroker
January 2025 - July 2025 · 6 mos
Transamerica Financial Advisors, LLC
November 2023 - July 2025 · 1 yr 8 mos
State Registrations1 state
UT
Advisor

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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