LINC Wealth Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,359,500
Clients
29
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$391,707
About
Leonard Investment Consulting, LLC primarily serves high‑net‑worth individuals and institutional clients such as trusts, pension and profit‑sharing plans, charitable organizations, and corporations, and does not serve non‑high‑net‑worth individual clients. The firm provides financial planning, discretionary and non‑discretionary portfolio management, and the selection or recommendation of third‑party money managers.
The firm’s process begins with a discovery conversation to identify goals and risk tolerance and then implements personalized strategies using mutual funds, exchange‑traded funds, separately managed accounts, or model portfolios. Accounts are monitored and rebalanced as market conditions or client circumstances change, and the firm may manage discretionary accounts without prior transaction approval.
Noteworthy features include its small scale—roughly $11.36 million in assets under management across about 29 client relationships managed by a single advisor—and its routine use of a third‑party money manager platform (SEI), with those TPMM assets included when calculating advisory fees. The firm offers multiple planning engagement formats (hourly, fixed‑fee, and retainer arrangements) and generally does not vote client proxies, leaving voting rights to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Fee options
Fixed cost planning fees ranging from $500 to $10,000; fixed quarterly retainer fees possible
$0 - $250,000: 0.50% annually (existing clients prior to April 1, 2025) $250,001 - $500,000: 0.45% annually (existing clients prior to April 1, 2025) $500,001 - $750,000: 0.40% annually (existing clients prior to April 1, 2025) $750,001 - $1,000,000: 0.35% annually (existing clients prior to April 1, 2025) $1,000,001+: 0.30% annually (existing clients prior to April 1, 2025) $0 - $250,000: 1.25% annually (new clients on or after April 1, 2025) $250,001 - $500,000: 1.15% annually (new clients on or after April 1, 2025) $500,001 - $750,000: 1.05% annually (new clients on or after April 1, 2025) $750,001 - $1,000,000: 1.00% annually (new clients on or after April 1, 2025) $1,000,001+: 0.95% annually (new clients on or after April 1, 2025)
$200 per hour for financial planning and consulting services
Fixed quarterly retainer fees (amount varies), payable in advance or arrears
Fee-only: Financial planning hourly rate of $200; fixed cost planning $500 - $10,000; fixed quarterly retainer also possible
Main office location
LINC Wealth Solutions
36 E. Main Street, Suite 201
Norristown PA 19401, United States
Number of offices
2
Most active in
LINC Wealth Solutions has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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