Caleb Howard is a registered investment advisor at Weigelfam, based in Meridian, ID, with 7 years of industry experience. Caleb 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 89 clients with $76M 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 | 1.45% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.10% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.80% |
Fees are negotiable for accounts of $25,000,000 and above, or based on factors such as relationship depth and excluded strategies.
Fee Estimator
Location
851 N. Hickory Ave. #100, Meridian, ID, 83642
Get directionsHistory
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
Caleb owns and operates ATPP, LLC, a video production services business, since December 2023. This activity takes about half of Caleb's time, with a few hours per week occurring during trading hours.
Employment History
Current Registrations
Weigelfam
Ancorato
Legacy Wealth Management, LLC
Previous Registrations
Legacy Investment Solutions, LLC
State Registrations2 states
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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