• offer
  • fall
  • touch
  • fall
  • retool your retirement
  • stand out in the crowd
  • Is Your Portfolio Designed to Match Your Risk?

    How much risk are you willing to take for a certain level of return? Find out for free.
  • Thank You!

    Our first decade has been memorable and successful. Our clients are the reason.  

    A Decade Ago
  • Principled Counsel, Simple Solutions.

    LeConte offers sound advice combined with a simple system of accountability.

    Learn more
  • Your Strategy Could be Awesome!

    But without courageous execution, it wont work. That's where we come in. We develop your plan and then help you do it!

    Purpose-Built Planning
  • Retool your Retirement.

    Are the choices that you have made in the past still relevant for where you want to be?

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  • Step Away from the Herd.

    Take control of your financial future and security. Make your future what you want it to be!

    Learn more

Let's talk about your financial future. Start right here

This is How We Help Clients

Welcome to LeConte Wealth Management.

We are an independent financial firm that has been helping the good people of East Tennessee establish and maintain their long-term financial goals since 2007.Welcome to Leconte wealth

If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).

If you’re not currently acquainted with our firm, we’ve established this Web site as a way for you to get to know us and understand how we can help you get to that point where you don’t have to worry about whether your money is doing right by you.

Join us on our blog, Financial Friction for our take on investment and economic topics written from our independent, plain spoken perspective.

 

The Role of Your Financial Advisor

  • The Evolution of Advice

    During the past twenty years, things have changed in the world of financial services. Investors have shifted away from relying on stock brokers to make their investment decisions. Though equity and insurance brokers certainly provided access to a variety of great products, they were salesmen looking for commissions on trades and offering advice only secondarily. The client who needed advice regarding taxation, for instance, had to consult a CPA. And, when somebody needed help planning for retirement, many stockbrokers struggled to assist.
    As investment products have become increasingly complex and investor needs have expanded, clients have turned from brokers to financial professionals. Individuals who used to pay for products and get guidance for free now pay for guidance while still getting best-of-class products. Because we believe that the trend toward guidance conforms to our client-first philosophy, we offer ourselves to you as wealth consultants.

  • Re-Defining Wealth Management

    Wealth management is about replacing products with process. Instead of picking the hottest stocks, we rely on a strict investment methodology to ensure that our clients’ portfolios are aligned with their best interests. Instead of trying to sell a particular product, we assess your personal goals and needs before considering what sort of investment might be appropriate. Instead of turning you away when you ask us to develop a plan, we embrace you. Wealth management is a process driven strategy that provides total professional services.

  • Independence

    Independence lies at the core of wealth management. With no obligation to sell a particular product, we suggest the best suited product. Knowing that there is no one-size-fits-all solution to personal finance, we strive to find the proper solutions for you. Our services range from coordinating an estate plan to managing investment risk, from income distribution planning, to business succession planning. We have partnered with accountants and attorneys to provide solutions to all of your financial needs, and we promote our clients, not a product.
    As a process driven, independent wealth manager, we seek to provide invaluable financial guidance to high net worth individuals with complex planning needs. Our goal is to help you achieve your goals. Our strategy is wealth management.

Our Principled Counsel Options

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We offer several levels of service so that you can choose the best fit for your needs.



Platinum

Your success rewarded

  • Tax preparation*

  • The integration of tax planning, preparation and forecasting is integral to the service we provide to our Platinum clients.

    Step 1 Historical Data collection, analysis and import. We collect your previous tax returns and documentation. Analyze the unique characteristics of your situation-Income, expenses, deductions and additional schedules (itemizations, depreciation, AMT, business related).

    Step 2 Tax Minimization.With a deep understanding of your tax history we identify techniques to reduce your current tax liability.

    We implement these techniques on the investment accounts that we manage for you and across your financial household. We use our planning technology to model and visualize the impact of these minimization strategies in our planning reviews so that you can see the benefits of the technique before we implement it and as we progress through implementation. 

    Step 3 Annual Tax Preparation. Our tax professionals collect the data required to prepare and file your personal tax return. After filing we update your financial plan with new insights from the current year filing and implement additional tax minimization strategies that we identify. In the final step, we also update your planning projections to maintain an up to date view of your tax situation and the impact of this liability on your goals.

  • Tax Planning Meeting
  • Quarterly Planning Consultations
  • Fiduciary Asset Management with Total Portfolio Access
  • Asset Based Fees Only. For investors with more than $1,000,000
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Premium

Retirement Preparation

  • Tax Preparation*
  • Tax Planning Meeting
  • Quarterly Planning Consultations
  • Fiduciary Asset Management with Expanded Portfolio Access
  • $170/month reduced by LeConte asset management fees**

  • Premium Planning Fee Examples.

    Year One.

    • Initial Managed Assets $65,000
    • Anticipated annual contributions to your LeConte investment accounts $10,000
    • Initial subscription fee: $2,040
    • Fee Credit for Managed Assets: $975.00
    • Net fee: $2,040 minus $975 = $1,065 or $88.75/month

    Year Two.

    • Accumulated Managed Assets $65,000 + $10,000 = $75,000
    • Anticipated annual contributions to your Leconte investment accounts $4,000
    • Subscription fee: $2,040
    • Fee Credit for Managed Assets: $1,125.00
    • Net fee: $2,040 minus $1,125 = $915.00 or $76.25/month.

    Once Premium Planning Clients have accumulated more than $136,000 in managed assets at LeConte the subscription fee is completely offset. 
Get Started

Value

The First Step

  • Tax Preparation*
  • Tax Planning Meeting
  • Semi Annual Planning Consultations
  • Fiduciary Asset Management
  • $85/month reduced by LeConte asset management fees**

  • Value Planning Fee Examples.

    Year One.

    • Initial Managed Assets $15,000
    • Anticipated annual contributions to your LeConte investment accounts $4,000
    • Initial subscription fee: $1,020
    • Fee Credit for Managed Assets: $225.00
    • Net fee: $1,020 minus $225 = $795 or $66.75/month

    Year Two.

    • Accumulated Managed Assets $15,000 + $4,000 = $19,000
    • Anticipated annual contributions to your Leconte investment accounts $4,000
    • Subscription fee: $1,020
    • Fee Credit for Managed Assets: $285.00
    • Net fee: $2,040 minus $285 = $735.00 or $61.25/month.

    Once Value Planning Clients have accumulated more than $68,000  in managed assets at LeConte the subscription fee is completely offset. They can either remain at the value service level or upgrade to Premium.
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Online

Register for Free

  • Budgeting tools to tame your spending
  • Retirement Projections
  • Household Organizer
  • Portfolio Risk Analyzer
  • Monthly email tips to encourage your success
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* Tax Preparation is included for the typical personal Federal and State tax return. Complex personal and business returns can be addressed separately.

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