Leclair Wealth Partners

Overview

Leclair Wealth Partners is an independent, SEC-registered registered investment adviser organized as an LLC. The firm positions itself as a capital allocator for individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fee model is a mix of percentage of assets under management, hourly charges and fixed fees. Leclair does not identify as an active ESG investor. The firm's advisory activity and its designation as a capital allocator point to a hybrid model that combines managed discretionary portfolios with allocations to third‑party managers and external funds. That approach is reinforced by the firm's explicit service set, which includes selection of other advisers and pension consulting, suggesting a willingness to outsource or co-manage specialized exposures when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices