KF
KF

Kenneth Fletcher

18 Years of Experience
West Monroe, LA
May Earn CommissionSells Insurance

Kenneth Fletcher is a registered investment advisor at Fletcher Financial Group, based in West Monroe, LA, with 18 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 500 clients with $130M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
500 clients
Average Client Portfolio
$266K average
Assets Under Management
$133.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

3800 Cypress St, West Monroe, LA, 71291

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kenneth is involved in independent insurance sales through Family Financial Group since 1997, dedicating about three-quarters of his time. He also owns Medicade Made Simple Seminars and First Fidelity Financial Group of Monroe-West Monroe, spending about 10-20% of his time on each.

Employment History
Current Registrations
Fletcher Financial Group
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Workman Securities Corporation
August 2007 - December 2009 · 2 yrs 4 mos
American General Securities Incorporated
July 2007 - August 2007 · 1 mo
State Registrations1 state
LA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kenneth Fletcher - Financial Advisor | TrueAdvisor