Fletcher Wealth Management provides financial plans covering investment, insurance, tax, retirement, education, and debt/credit planning. Investment advice is generally limited to mutual funds, equities, fixed income securities, ETFs, precious metal ETFs, real estate funds, REITs, non-U.S. securities, commodities, insurance products including annuities, and private placements. Client investment strategies depend on their income, tax levels, and risk tolerance.
Assets Under Management$6.2M
Clients12
Advisors1
Avg. per Client$520K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:None
Fletcher Wealth Management charges between $500 and $3,500 for creating a financial plan. The fee is negotiable.
One-Time Plan:$500 - $3,500
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