Working with LeConte
Advice
Made affordable
There are no investment brokers at LeConte. We are consultants committed to delivering practical advice not products.
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Million Dollars
Clients trust us to navigate the financial markets.
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Client Households
We deliver guidance on all aspects of your financial life as you pursue your unique goals.
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Investment accounts
From rollover IRA's to individual, corporate and trust accounts, we help clients with all of their investment needs.
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Average monthly client distributions
Retirees rely on our services to generate their retirement income needs.
Service Options
Purpose Built
Planning
Our services are designed to address the needs of a wide range of investors.
Platinum
- Tax Preparation
- Annual Tax Planning Meeting
- Quarterly Consultations
- Fully Customized Portfolios
- Legacy and Charity Planning
For investors with more than $1,000,000.
Premium
- Comprehensive Retirement Income Planning
- Tax Preparation and Filing
- Annual Tax Planning Meeting
- Quarterly Consultations
- Expanded Portfolio Options
For clients nearing retirement
Value
- Tax Preparation
- Semi Annual Consultations
- Goals-based Planning
- Debt Management
- Basic Portfolio Options
For investors with less than $160,000
LeConte Advisory Fee Schedule
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
|
Blended Fee |
|
$0-$500,000 |
1.50% |
1.50% |
|
$501,000-$1,000,000 |
1.25% |
1.38% |
|
$1,000,001-$2,000,000 |
1.10% |
1.24% |
|
$2,000,001-$5,000,000 |
1.00% |
1.1 |
|
$5,000,001 and greater |
.90% |