Mary Lecca
Mary Lecca is a registered investment advisor at Argonautica Private Wealth Management, INC, based in Wellesley, MA, with 18 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 121 clients with $510M 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 | 1.50% |
Maximum annual advisory fee for Equity/Balanced investment strategy is 1.50%. Maximum annual advisory fee for Fixed Income investment strategy is 1.30%. Fees may be based on cumulative household assets under management.
Fee Estimator
Location
57 River Street, Suite 202, Wellesley, MA, 02481
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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
Mary owns Lecca Holdings, LLC, a personal investment holding and service company, dedicating minimal time. She also owns 20% of Inkamazon LLC and is a trustee and treasurer for Lagrange at 841 Condominium Trust, spending minimal time on each and receiving no compensation.
Employment History
Current Registrations
Argonautica Private Wealth Management, INC
Previous Registrations
Arete Research LLCBroker
Berenberg Capital Markets LLCBroker
Nile Capital, LLCBroker
Mcc Securities, 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.