Bryan Belew is a registered investment advisor at Leconte Wealth Management, LLC, based in Nashville, TN, with 1 years of industry experience. Bryan 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
2605 Elm Hill Pike Ste J, Nashville, TN, 37214
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
Bryan is a CPA at Bryan M Belew, CPA, PLLC, a CPA firm, since 2018. He spends nearly full-time hours on tax preparation and assistance.
Employment History
Current Registrations
Leconte Wealth Management, LLC
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
- Mauricio Resendiz, CFA, CFPFielder Capital Group LLC
- Tyler Beaudoin, CFPDirigo Private Wealth
- Tavis Mccourt, CFARaymond James & Associates, INC.
- Brian Kopinski, CFAWoodmont Investment Counsel, LLC
- Nicholas Rounds, CFAFocus Partners Wealth, LLC
- Regan Flaherty, CFPProathlete Wealth Management LLC