Fletcher Financial Group

Commission-BasedFee-Only (% of Portfolio)

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.

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 ValueAnnual Fee
Any1.50%

Annual fee not to exceed 1.50%. Fees are billed monthly in arrears and are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm

Fletcher Financial Group - Fees, AUM & Advisors | TrueAdvisor