Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
The firm's fee for asset management is based on a percentage of assets managed. The minimum annual fee requirement is $2,000 and the minimum account size is $500,000, but these may be waived at the firm's discretion. Purpose Built Planning has an annual fee ranging from $2,500 to $15,000, negotiable based on complexity. Advisory Consulting Services are billed hourly at $250/hour, also negotiable. Tax preparation is billed at $250/hour.
Areas of Practice
Advisor Information
Office location
333 East Broadway Ave, 4th Floor, Maryville, TN, 37804
Get directionsRegulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Kevin is an insurance agent under the DBA name LeConte Wealth Management, LLC. He is also the President and Managing Member of LeConte Wealth Management, LLC, an entity created for his securities business, and a co-owner of the office real estate property that leases space to LeConte Wealth Management, LLC. He also has power of attorney for a family member.