Anthony Huber
Anthony Huber is a CFP-designated registered investment advisor at Legacy Wealth Management, LLC, based in Orem, UT, with 6 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 3,416 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee of up to 2.50% includes up to 2.0% advisory fee and up to 0.50% for illiquid direct participation program investments. Fees are negotiable.
Fee Estimator
Location
Orem, UT
Get directionsHistory
Regulatory History (2)
Criminal
May 2026Criminal
July 2020Employment History
Current Registrations
Legacy Wealth Management, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
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
More Advisors
- David Bigler, PFSSquire Wealth Advisors
- Jeffrey Lindsay, CFPPeterson Wealth Advisors, LLC
- Nathan Larsen, PFSSquire Wealth Advisors
- John Clement, CFPMomentum Wealth Management
- Carson Johnson, CFPPeterson Wealth Advisors, LLC
- Allison Daines, CFPJourney Beyond Wealth