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The fee is billed in advance and is negotiable.","source":"LECLAIR WEALTH PARTNERS ADV PART 2A, filed 27 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LeClair Wealth Partners use?","answer":"LeClair Wealth Partners’ separately managed account assets are held at Raymond James Financial Services, Inc. (St Petersburg, FL), with $331M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LeClair Wealth Partners have?","answer":"LeClair Wealth Partners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does LeClair Wealth Partners invest in?","answer":"At the end of its last fiscal year, LeClair Wealth Partners’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 10% state and local bonds, 2% other and 1% pooled vehicles (private funds and similar). 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