Anthony Huber
Advisor at Legacy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Legacy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID 83713
Credentials
CFP®, Series 63, Series 66
Industry experience
5 years
Anthony Huber is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. Prior to joining Legacy Wealth Management, he worked at Fidelity Investments and LJCooper Wealth Advisors. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies across a broad range of asset classes and utilizes affiliated service entities and third-party managers as part of its comprehensive approach.
Based on Legacy Wealth Management, LLC
Based on Legacy Wealth Management, LLC
$0+: Negotiable, between 0.0% and 2.50% annually; generally lower fees for larger accounts +: Up to 0.50% annually for Illiquid Direct Participation Program Investments (alternative investments)
Insurance products sold by licensed agents affiliated with the firm may earn commissions separate from advisory fees; annuities may earn commissions up to 1.5% from Halo Securities, LLC
Performance-based fees up to 20% of growth/performance may be negotiated for qualified clients (clients with at least $1.1 million under management or $2.2 million net worth)
Monthly subscription fees for ongoing financial planning and advisory services
Fee-only: Fixed fees up to $50,000 per year for financial planning and advisory services, negotiable, billed partly upfront and partly upon completion; ongoing financial planning and advisory services offered via monthly subscription
13965 W. Chinden Blvd., Suite 100
Boise, ID 83713
Idaho
Legacy Wealth Management, LLC
2025 - Present (1 year)
Fidelity Investments
2020 - 2025 (5 years)
LJCooper Wealth Advisors
2019 - 2019 (1 year)
Utah Valley University
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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