Hoy
Grimm

Leconte Wealth Management, LLC

CRD#1565185
Investment Advisor
in Maryville, TN

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About this Advisor

Hoy Grimm is a financial advisor operating in Maryville, Tennessee who has 10 years of industry experience. Grimm is currently employed by Leconte Wealth Management, LLC. Their career trajectory has included roles at Commonwealth Financial Network and Leconte Wealth Management, LLC. Grimm holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to serve investors in Tennessee. Leconte Wealth Management, LLC is a financial advisory firm that has its headquarters in Maryville, TN. It administers $209 million in assets between its 607 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 607 client accounts, 20% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fee schedules vary depending on which services are offered. Fees charged by Leconte Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

703 William Blount Drive
Maryville, TN 37801

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Leconte Wealth Management, LLC Brokerage Details

Total Assets Under Management

$208,517,291

TN Average: $730,596,643
Total Number of Employees

9

TN Average: 15
Total Number of Accounts

607

TN Average: 968
Average Account Size

$343,521

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Hoy Grimm Work History

Hoy has been registered as a financial advisor for 10 years.*

2007 - Present (17 years)

Leconte Wealth Management, LLC

2007 - 2013 (6 years)

Commonwealth Financial Network

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Hoy Grimm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Leconte Wealth Management, LLC

Wesley Mcneillie
Maryville, TN
Alexander Willard
Maryville, TN
Jonathan Dockery
Maryville, TN
Hoy Grimm
Maryville, TN
Kevin Painter
Maryville, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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