LINC Wealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
36 E. Main Street, Suite 201
Norristown PA 19401
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Leonard Investment Consulting LLC · Linc Wealth Solutions
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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