FLETCHER FINANCIAL, LLC

Overview

Fletcher Financial, LLC is a small, privately owned wealth advisory firm that focuses on individual and family clients. Its service mix includes portfolio management for individuals and small businesses along with pension consulting services. The firm charges both a percentage of assets under management and fixed fees, and it lists commodity pool operator/commodity trading advisor (CPO/CTA) activity among its business lines. It is not registered as a multi-state adviser and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives