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.
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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, saving you 0.25% per year in 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% 

LeConte Wealth ManagementHeadquarters
We have an open door policy. Give us a visit.

703 William Blount Drive,
Maryville, TN 37801
Get in touchLeConte Social links
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Copyright 2021 LeConte Wealth Management LLC. All rights reserved.

Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.