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The fee is billed in advance and is negotiable.","source":"LECONTE WEALTH MANAGEMENT, LLC ADV BROCHURE, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LeConte Wealth Management use?","answer":"LeConte Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (West Lake, TX), with $345M and Nationwide Securities, LLC (Grandview Heights, OH), with $944K. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LeConte Wealth Management have?","answer":"LeConte Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 perform investment advisory functions. 0 employees are registered representatives 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 LeConte Wealth Management invest in?","answer":"At the end of its last fiscal year, LeConte Wealth Management’s separately managed accounts held 34% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 20% state and local bonds, 15% investment grade corporate bonds, 3% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% pooled vehicles (private funds and similar) and 1% other. 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