Fletcher Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 153360
- Website
- www.fletchercapm.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI60.09%
- Individuals36.51%
- Pension & Profit Sharing Plans3.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Fletcher Capital Management is an independent, individually owned registered investment adviser operating as an LLC. The firm serves both individuals and families as well as institutional clients. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements are flexible and include asset-based fees, hourly charges, and fixed-fee engagements. The firm reports relationships with insurance companies and real estate brokers and lists pension consulting among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1
Tylan Fletcher
OwnerCRD 4322322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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