Coby Huerta
Coby Huerta is a registered investment advisor at Strategic Financial Concepts, LLC, based in San Antonio, TX, with 4 years of industry experience. Coby is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 3,824 clients with $930M 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 | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable based on individual client circumstances and the scope of the relationship. LPL sponsored advisory program fees have separate maximums up to 2.50% or 3.00%.
Fee Estimator
Location
901 NE Loop 410, Suite 100, San Antonio, TX, 78209
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Coby operates his LPL business through National Financial Alliance. Coby also provides investment advisory services through Strategic Financial Concepts, LLC, dedicating a full-time commitment to each activity.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
LPL Financial LLCBroker
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations1 state
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
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