Fee Structure

Purpose-Built Planning Means No Hidden Fees.

We believe your financial life shouldn’t be billed à la carte. That’s why our advisory fee covers comprehensive wealth management – including investment management, tax strategies, retirement projections, estate planning guidance, and ongoing support. Nothing is off-limits when it comes to helping you pursue your purpose.

Unlike other firms that charge separately for each service (making it hard to compare apples to apples), we offer a single, fully transparent advisory fee. This is the only investment-related compensation we receive – no hidden commissions, no product sales, and no fine print. We also provide advice on accounts we don’t directly manage, like 401(k)s or TSPs, to ensure your entire financial picture is working together.

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Purpose-Built Planning Includes:

Custody services
Fiduciary asset management
Tax preparation and planning
Client concierge service
Real-time portfolio analytics
Account aggregation
Financial planning projections
Behavioral coaching
Mobile access and much more!

Cash Flow Planning
for Different Life Stages

How It Works

For example, let’s consider a household with three different investment accounts that we manage totaling $2 million – a joint account of $1,000,000, a Traditional IRA of $500,000, and a Roth IRA of $500,000.

Blended Fees

Rather than billing each account separately, we aggregate them to apply a blended fee structure, ensuring lower overall costs as client assets grow.

Tallying the Numbers

Using LeConte’s advisory fee schedule, the first $500,000 is billed at 1.50%, the next $500,000 (from $500,001 to $1,000,000) is billed at 1.25%, and the following $1,000,000 (from $1,000,001 to $2,000,000) is billed at 1.10%.

This results in a blended annual advisory fee of 1.2375%, which is billed quarterly in advance. Each quarter, 0.3094% is charged based on the account balance on the last day of the quarter.

This approach ensures that as assets grow, clients benefit from reduced fees while receiving comprehensive wealth management. By including advice on held-away assets, LeConte provides a fully integrated financial planning experience. Our structure is cost-efficient, transparent, and fully aligned with our clients’ best interests.

Total Household Assets	Annual Advisory Fee	Blended Fee
First $500,000	1.50%	1.50%
Next $500,000	1.25%	1.38%
Next $1,000,000	1.10%	1.24%
Next $3,000,000	1.00%	1.1%
Amounts above $5,000,000	0.90%