Fletcher Financial offers customized investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. They create investment strategies based on your goals, risk tolerance, and financial situation. They also offer financial planning services covering areas like retirement, education, and savings. Fletcher Financial may refer clients to other professionals like accountants or attorneys.
Assets Under Management$11M
Clients18
Advisors1
Avg. per Client$600K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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