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]
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[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]
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[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]
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[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]
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* 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.
