LeConte Wealth Management, LLC is a registered investment advisor based in Maryville, Tennessee, offering personalized investment management, financial planning, and tax preparation services. Founded in 2013 and owned by Kevin Painter, Hoy Grimm, and Jonathan Dockery, the firm builds custom portfolios or utilizes model portfolios tailored to each client's risk tolerance and financial goals, primarily focusing on mutual funds, exchange-traded funds, and corporate bonds. In addition to investment management, LeConte Wealth Management offers a bundled service called Purpose Built Planning, which combines portfolio management with comprehensive financial, retirement income, and tax planning, alongside access to a digital client portal. The firm also provides standalone advisory consulting and tax preparation services billed at hourly rates. LeConte Wealth Management operates under a legal obligation to act in your best interest when providing retirement advice and maintains relationships with institutional custodians like Charles Schwab to execute and safeguard client assets.
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.