LeClair Wealth Partners offers personalized financial planning and investment management services to individuals, high net worth individuals, and entities like family offices and retirement plans. Investment management is offered on both discretionary and non-discretionary bases. Financial planning covers retirement, education, estate, cash flow, asset protection, tax planning, and insurance needs. LeClair Wealth Partners also provides administrative and consulting services such as bill pay and business consulting.
Assets Under Management$360M
Clients152
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$120M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.35% |
| $100M+ | 0.25% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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