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Fletcher Capital Management is a reputable financial advisory firm that strives to provide clients with expert guidance and strategies to achieve their financial goals. They understand the importance of building a strong and long-lasting relationship with their clients based on trust and mutual understanding.
Their team of knowledgeable and experienced advisors work closely with clients to develop personalized financial plans that align with their unique needs and objectives. Their comprehensive range of financial services and commitment to client satisfaction make them a preferred choice for individuals, families, and businesses seeking reliable financial advice.
If you are looking for a financial expert to guide you towards financial success, Fletcher Capital Management can help. Below are key takeaways on how they can assist their clients in achieving their financial goals:
- Personalized Financial Planning: Fletcher Capital Management offers personalized financial planning services that are tailored to each client’s individual goals and objectives. This allows clients to have a clear understanding of their current financial situation and the steps needed to reach their desired financial future.
- Expert Investment Management: Their team of advisors has years of experience in investment management. They use their expertise to build personalized investment portfolios for clients based on their risk tolerance, time horizon, and financial goals.
- Retirement Planning: Fletcher Capital Management understands the importance of retirement planning and provides clients with professional advice on how to plan and save for retirement. They consider various factors such as income, expenses, and future goals to create a customized retirement plan for each client.
- Tax-Efficient Strategies: Their advisors are well-versed in tax-efficient strategies that can help clients minimize their tax liabilities. They work closely with clients to identify potential tax-saving opportunities and implement effective strategies to optimize their tax situation.
- Estate Planning: Fletcher Capital Management also offers estate planning services to help clients preserve their wealth for future generations. Their advisors work with clients to develop a comprehensive estate plan that ensures their assets are protected and distributed according to their wishes.
Facts and Insights
Here are some facts and insights about Fletcher Capital Management:
- Assets Under Management: As of March 2021, Fletcher Capital Management has approximately $500 million in assets under management, according to their most recent SEC filing.
- Number of Advisors: The firm has a team of 10 experienced advisors who are dedicated to providing clients with top-notch financial advice and services.
- Time in Business: Fletcher Capital Management was founded in 2011, making them a relatively young firm compared to others in the industry. However, their team has extensive experience in the financial services industry, with some advisors having over 20 years of experience.
- Location: The firm is headquartered in New York City, with additional offices in Denver, Colorado and Newport Beach, California.
Financial Services Offered
Below are the financial services offered by Fletcher Capital Management:
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types
Fletcher Capital Management serves a diverse range of clients, including:
- High-Net-Worth Individuals
- Business Owners
- Corporate Executives
- Professional Athletes
- Retirees
- Non-Profit Organizations
Fees & Compensation
Fletcher Capital Management charges fees based on a percentage of assets under management. Their fee structure is as follows:
| Assets Under Management | Annual Fee |
|---|---|
| $1-$1.5 million | 1.00% |
| $1.5-$3 million | 0.90% |
| $3-$5 million | 0.80% |
| $5 million+ |