Leconte Wealth Management, Llc

Leconte Wealth Management, Llc

Maryville, Tennessee

Leconte Wealth Management, LLC is a well-established investment advisory firm headquartered in Maryville, TN. With a solid presence in the local market, the company operates from a single office and boasts a team of nine dedicated professionals. Among them, five specialize in providing comprehensive investment advisory services to a diverse clientele. These experienced advisors collectively manage an impressive average of approximately $41,700,000 in assets under management per advisor. Leconte Wealth Management's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and...see more

Assets Under Mgmt

$208.52M

Investment Professionals

5

Locations

0

% 401K & Individual

28%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Other: TAX PLANNING SERVICES

Reviews for Leconte Wealth Management, Llc

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