Overview
- Headquarters
- Dublin, OH
- Total Firm Assets
- $363 million
- Average High-Net-Worth Client Portfolio Size
- $4.2 million
Fee Disclosure
Source: LECLAIR WEALTH PARTNERS WRAP BROCHURE 11-2024 (2026-02-13)
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Latest filing: LECLAIR WEALTH PARTNERS ADV PART 2A (2026-08-27)
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Latest filing: LECLAIR WEALTH PARTNERS WRAP BROCHURE (2026-08-27)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.50% |
| $2,000,001 | $5,000,000 | 1.25% |
| $5,000,001 | $10,000,000 | 1.00% |
| $10,000,001 | $25,000,000 | 0.75% |
| $25,000,001 | $50,000,000 | 0.50% |
| $50,000,001 | $100,000,000 | 0.35% |
| $100,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $67,500 | 1.35% |
| $10 million | $117,500 | 1.18% |
| $50 million | $355,000 | 0.71% |
| $100 million | $530,000 | 0.53% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 93.53%
- Number of High-Net-Worth Clients
- 80
- Total Client Accounts
- 559
- Discretionary Accounts
- 559
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 332827
- LECLAIR WEALTH PARTNERS ADV PART 2A (2026-08-27) · View brochure text
- LECLAIR WEALTH PARTNERS WRAP BROCHURE (2026-08-27) · View brochure text
- LECLAIR WEALTH PARTNERS WRAP BROCHURE 11-2024 (2026-02-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗