You should hire LeConte Wealth because we offer more than just investment management – we provide Fiduciary Guidance that puts your best interests first, always. Through our Purpose-Built Planning process, we integrate tax strategy, investment management, and long-term projections to align your money with your life’s purpose. As an independent firm, we don’t sell products or work on commission, so our advice is personalized, objective, and built entirely around helping you make informed decisions and achieving your unique purpose.

At LeConte Wealth, we believe in offering our clients the best resources available. To do so, we partner with Charles Schwab Institutional, one of the premier financial services firms in the United States. This partnership allows us to provide our clients with a wide range of investment choices and ensures seamless, efficient service, whether you’re located across the street or across the country. Schwab’s robust platform and commitment to fiduciary standards align with our values of transparency and putting your best interests first.

We leverage cutting-edge technology to provide efficient, secure, and transparent financial services. We utilize Charles Schwab’s institutional platform for investment management, which ensures seamless account access and reporting for our clients. Additionally, we use eMoney, Orion and Orion Planning, and Nitrogen – all powerful financial planning platforms, to create personalized plans and track financial progress over time. These platforms, combined with our own secure internal systems, enable us to offer comprehensive, real-time insights while keeping your financial data safe and accessible.

It depends on how your financial professional is compensated. Investment brokers and insurance representatives rely on product commissions for the majority of their income. These fees may be obvious or hidden.

We are fee-based fiduciary advisers, so we do not charge brokerage commissions. Purpose-Built Planning’s transparent fees are aligned to your financial success. If we grow your assets, we earn more, if we don’t, we earn less. Our rates are based on a percentage of Assets Under Management (AUM), that percentage declines as your assets increase. You can find details listed here.

Choose a financial planner who has experience dealing with clients in similar circumstances to yours. You’ll also want to make sure that the financial planner has your best interests in mind, and that he or she isn’t selling you products that are not suited to your needs.

Ask about unique products or services that they provide to their clients and costs involved.

Interview prospective financial planners and ask them about credentials, management strategies, and investment philosophy. And ask for local references.

No. Individual tax services are included in your Purpose-Built Planning fee. Business tax filings will have an additional fee.

Commissions and investment fees can put a dent in your financial goals. Unfortunately, product fees are notoriously difficult to understand and track. This is the role of an investment fiduciary like LeConte Wealth. We examine product and transaction fees to wring as much out of your financial holdings as we can.

If you are currently working with a non-fiduciary, broker or insurance salesperson, our fee analysis will be eye-opening. Retail mutual funds can cost 5 times more than low-cost exchange traded funds. Insurance products like annuities and cash-value insurance are the highest cost products on the financial shelf. We optimize your coverage to divert any unnecessary premiums to lower cost investments.