Douglas Whitten is a registered investment advisor at Leconte Wealth Management, LLC, based in Maryville, TN, with 7 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 332 clients with $350M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are negotiable. Family household accounts may be combined to meet minimum size requirements.
Fee Estimator
Location
333 East Broadway Ave, 4th Floor, Maryville, TN, 37804
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 →Employment History
Current Registrations
Leconte Wealth Management, LLC
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
C & J Wealth Advisors
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
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
More Advisors
- Hoy GrimmLeconte Wealth Management, LLC
- Kevin PainterLeconte Wealth Management, LLC
- Michael Hollenbach, CFPLPL Financial LLC
- Craig Bales, CFPEdward Jones
- John Tate, CFPOneascent Financial Services LLC
- Thomas Unger, CFPEdward Jones