Fletcher Financial Group provides financial planning, insurance planning, and investment advice through discretionary asset management. They work with clients to create custom-tailored management plans based on their goals, financial status, and risk tolerance. Fletcher may recommend third-party money managers. They do not offer legal or accounting services.
Assets Under Management$130M
Clients500
Advisors3
Avg. per Client$270K
Avg. per Advisor$44M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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