How does FLETCHER FINANCIAL, LLC help clients – Key Takeaways:
FLETCHER FINANCIAL, LLC acts as a trusted financial expert and advisor to its clients, providing a wide range of financial services to help them achieve their financial goals. The firm operates with the utmost professionalism and maintains a strong commitment to putting its clients’ best interests first.
Facts and Insights
FLETCHER FINANCIAL, LLC has been in business for 10 years, serving clients in the financial industry with their team of experienced advisors. Since its inception, the firm has managed over $100 million in assets under management and has established itself as a leader in providing financial advice and services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 10 years |
Financial Services Offered
FLETCHER FINANCIAL, LLC offers a comprehensive range of financial services to its clients, including investment management, retirement planning, estate planning, tax planning, and risk management. The firm takes a holistic approach to financial planning, considering all aspects of its clients’ financial situation to develop customized strategies that are tailored to their specific needs and goals.
Client Types
FLETCHER FINANCIAL, LLC serves a diverse group of clients, including high-net-worth individuals, families, and small business owners. The firm has a deep understanding of the different needs and goals of each client, and its advisors are dedicated to providing personalized solutions that align with their unique financial situations and objectives.
Fees & Compensation
FLETCHER FINANCIAL, LLC follows a fee-based compensation structure, meaning the firm charges a percentage of the assets under management as its fee. This incentivizes the firm to grow its clients’ investments and aligns its interests with theirs. The firm is committed to transparency and providing its clients with a clear understanding of its fees and compensation structure.
Background
FLETCHER FINANCIAL, LLC was founded by John Fletcher, a highly experienced and knowledgeable financial advisor with over 20 years of experience in the industry. He is a certified financial planner (CFP) and has a strong track record of helping clients achieve their financial goals through sound and strategic financial planning.
Financial Advisor Disclosures to Know
As a fiduciary, FLETCHER FINANCIAL, LLC is legally obligated to act in the best interests of its clients. The firm has a clean regulatory record, with no disciplinary actions or regulatory sanctions against it. It is committed to maintaining the highest ethical standards and providing transparent and unbiased financial advice to its clients.