Transparent. Aligned. Designed to deliver clarity and confidence.
We charge an annual flat fee, billed quarterly, based on the complexity of your planning needs–not your asset level.
At LeClair, we don’t charge based on how much money you have. We charge based on the value we provide.
We believe successful families and business owners deserve advice that’s independent, objective, and free of hidden incentives. That’s why our compensation is clear, consistent, and not tied to how your portfolio moves or what products you use.
We are fiduciaries and we’ve structured our fee model to reflect it.
Our flat annual fee covers everything you need to align your wealth with your vision:
If there’s mutual fit, we enter into a flat-fee relationship. From there, we deliver the full Advanced Planning Roadmap, built across four areas:
You receive proactive updates, coordinated advice, and access to our team whenever you need it.
Let’s talk about what matters most to you and how we can help you align your wealth with your values, family, and legacy.
