Tylan Fletcher
Tylan Fletcher is a registered investment advisor at Fletcher Capital Management, based in Lehi, UT, with 21 years of industry experience. Tylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 202 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.70% |
Fees are negotiable. Lower fees apply to the Income Portfolio: First $500,000: 0.65% per year; Next $500,000: 0.55% per year; Above $1,000,000: 0.45% per year.
Fee Estimator
Location
Lehi, UT
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Regulatory History
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
Tylan is an independent insurance agent, spending about a quarter of their time selling and servicing insurance products, including health, life, disability, and P&C insurance. Tylan also spends about 10-20% of their time on 401(k) administration and minimal time buying and selling real estate.
Employment History
Current Registrations
Fletcher Capital Management
Previous Registrations
Esi Financial Advisors
State Registrations2 states
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.