Our advisory fee includes custody services, fiduciary asset management, tax preparation, client concierge service, real time portfolio analytics, account aggregation and mobile access. It is the only investment compensation we receive from our clients.
LeConte bills on the household level, which means that if you have several accounts they are aggregated together to reduce your fee. For example, if you have a $200,000 Joint account, a $450,000 IRA and a $50,000 Rollover IRA, you will be billed on $700,000 which reduces your fees.
Total Household Assets
Annual Advisory Fee
$5,000,001 and greater