Assets Under Management
$309.8M
Number of Clients
299
Number of Advisors
6
Average Client AUM
$1.0M
AUM per Advisor
$51.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
LeConte Wealth Management provides personalized investment advisory services including discretionary asset management, financial and tax planning (Purpose Built Planning), and advisory consulting. They tailor advice to client needs, objectives, and risk tolerance, monitoring portfolios and rebalancing as needed. They also offer advice to qualified plan participants.
| 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