Sarah Fletcher is a registered investment advisor at Team Covert, LLC, based in Auburn Hills, MI, with 2 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 38 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based on the size of the account(s). An additional account maintenance fee may apply. The sub-adviser’s management fee is included in Team Covert's management fee.
Fee Estimator
Location
2701 Cambridge Ct, Suite 401, Auburn Hills, MI, 48326
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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 Activities
Sarah is involved with Team Covert Financial & Tax Planning Group, LLC, providing clerical and administrative support services. This investment-related activity takes about half of Sarah's time.
Employment History
Current Registrations
Team Covert, LLC
Previous Registrations
Wealth for You Financial, LLC
State Registrations1 state
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.