Fletcher Capital Management (FCM) offers investment advice and financial planning to individuals, high net worth individuals, and businesses. FCM manages investments using modern portfolio theory and a buy-and-hold strategy, primarily recommending mutual funds and ETFs. FCM also provides pension consulting services to small businesses, helping them set up 401(k) plans. Financial planning services are tailored to individual client needs and goals, covering various areas such as retirement, education, and tax strategies.
Assets Under Management$51M
Clients202
Advisors1
Avg. per Client$250K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.70% |
Fees are negotiable. Lower fees apply to the Income Portfolio: First $500,000: 0.65% per year; Next $500,000: 0.55% per year; Above $1,000,000: 0.45% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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