Our Principled Counsel Options-1

March 7, 2015by Hoy Grimm0

We offer several levels of service so that you can choose the best fit for your needs.

[pricing_grid columns=”four”] [pricing_table table-config=”” price=”Platinum” table-caption=”Your success rewarded” action-url=”http://www.lecontewealth.com/platinum” action-caption=”Get Started”]
[li icon=”icon-check”]Tax Preparation*[/li]
[li icon=”icon-check”]Tax Planning Meeting[/li]
[li icon=”icon-check”]Quarterly Planning Consultations[/li]
[li icon=”icon-check”]Fiduciary Asset Management with Total Portflio Access[/li]
[li icon=”icon-check”]Asset based fees only. For investors with more than $1,000,000[/li]
[/pricing_table]

[pricing_table table-config=”” price=”Premium” table-caption=”retirement preparation” action-url=”http://www.lecontewealth.com/premium” action-caption=”Get Started”]
[li icon=”icon-check”]Tax Preparation*[/li]
[li icon=”icon-check”]Tax Planning Meeting[/li]
[li icon=”icon-check”] Quarterly Planning Consultations[/li]
[li icon=”icon-check”]Fiduciary Asset Management with Expanded Portflio Access[/li]
[li icon=”icon-check”]Asset Based Fee subject to a $2,000 annual minimum-click for an example**[/li]
[/pricing_table]

[pricing_table table-config=”” price=”Value” table-caption=”the first step” action-url=”http://www.lecontewealth.com/value” action-caption=”Get Started”]
[li icon=”icon-check”]Tax Preparation*[/li]
[li icon=”icon-check”]Tax Planning Meeting[/li]
[li icon=”icon-check”]Semi Annual Planning Consultations[/li]
[li icon=”icon-check”]Fiduciary Asset Management[/li]
[li icon=”icon-check”]Asset Based Fee (subject to a $1,000 annual minimum)**[/li]
[/pricing_table]

[pricing_table table-config=”” price=”Online” table-caption=”Register for free” action-url=”http://www.lecontewealth.com/free-tools” action-caption=”Sign Up Now”]

[li icon=”icon-check”]Budgeting tools to tame your spending[/li]
[li icon=”icon-check”]Retirement Projections[/li]
[li icon=”icon-check”]Household Organizer[/li]
[li icon=”icon-check”]Portfolio Risk Analyzer[/li]
[li icon=”icon-check”]Monthly email tips to encourage your success[/li]
[/pricing_table]
[/pricing_grid]

* Tax Preparation is included for the typical personal Federal and State tax return. Complex personal and business returns can be addressed separately.
** See our Standardized Form ADV for details. 

Hoy Grimm

Leave a Reply

Your email address will not be published. Required fields are marked *

LeConte Wealth ManagementHeadquarters
We have an open door policy. Give us a visit.

703 William Blount Drive,
Maryville, TN 37801
Get in touchLeConte Social links
We participate in the online community. Connect with us.

Copyright 2022 LeConte Wealth Management LLC. All rights reserved.

Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.