Anthony Hueston
Anthony Hueston is a CFP-designated registered investment advisor at Financial Trust Asset Management Chartered, based in Boca Raton, FL, with 4 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 143 clients with $120M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
10055 Yamato Road, Suite 103, Boca Raton, FL, 33498-6102
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
Anthony works as a Tax Manager providing tax services for Hueston & Company CPA, LLC since January 2022. This takes about half of Anthony's time, with a significant portion occurring during trading hours.
Employment History
Current Registrations
Financial Trust Asset Management Chartered
Previous Registrations
Hueston Financial Services LLC
State Registrations1 state
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