LeConte Wealth Management offers personalized investment advice and manages investment portfolios for clients. Services include asset management, financial planning, and consulting on financial topics. LeConte also offers tax preparation services. Investment advice is tailored to each client's needs and objectives. The firm may recommend rolling over retirement accounts to an IRA managed by them, which presents a conflict of interest.
Assets Under Management$310M
Clients299
Advisors6
Avg. per Client$1M
Avg. per Advisor$52M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$2,000
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% |
Minimum fee requirement and account size is $2,000 and $500,000 respectively and may be waived at our sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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