Leconte Wealth Management, LLC
Assets Under Management
$309.8M
Number of Clients
299
Number of Advisors
6
Average Client AUM
$1.0M
AUM per Advisor
$51.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LeConte Wealth Management, LLC is a registered investment adviser offering personalized investment advisory services including discretionary asset management, purpose-built planning (financial and tax planning), and advisory consulting. They tailor advice to meet client needs, objectives, and risk tolerance, monitoring portfolios and rebalancing as needed. They may also provide asset allocation modeling and investment recommendations to participants in qualified plans.
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
Location
333 East Broadway Ave, 4th Floor, Maryville, TN, 37804