| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Minimum fee requirement and account size is $2,000 and $500,000 respectively and may be waived at our sole discretion.
333 East Broadway Ave, 4th Floor, Maryville, TN, 37804
Get directionsKevin is an insurance agent under the DBA name LeConte Wealth Management, LLC. He is also the President and Managing Member of LeConte Wealth Management, LLC, an entity created for his securities business, and a co-owner of the office real estate property that leases space to LeConte Wealth Management, LLC. He also has power of attorney for a family member.