Fletcher Financial Group is a registered investment advisor based in West Monroe, Louisiana, owned by Kenneth and Karen Fletcher. The firm offers comprehensive financial planning, insurance planning, and discretionary investment management. Through face-to-face meetings, Fletcher Financial Group creates custom financial plans covering retirement, cash flow, debt reduction, budgeting, estate planning, tax-efficient investing, and insurance. The firm utilizes third-party money managers and platforms, such as AE Wealth Management, to handle portfolio execution and active management based on client risk tolerances. Fletcher Financial Group works with individuals, high-net-worth individuals, and families, aiming to align strategies with each client's long- and short-term goals.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee not to exceed 1.50%. Fees are billed monthly in arrears and are generally negotiable.