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Michael Fletcher

Advisor at Equity Services, inc.

Updated today

Location

Montpelier, VT 05604

Credentials

ChFC®, Series 66

Industry experience

17 years

About

Michael Fletcher is a ChFC® and Series 66-licensed financial advisor at Equity Services, Inc. in Montpelier, VT, with 17 years of industry experience. He has been with Equity Services, Inc. since 2010. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through a combination of proprietary and third-party platforms, using client profiles to tailor asset-allocation models and supporting both discretionary and non-discretionary trading strategies.

Client services

Based on Equity Services, inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equity Services, inc.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Passive / index investing Long-term care insurance

Occupation focus

Based on Equity Services, inc.

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning fixed fees up to $1,200 in advance; fees for financial plans and consulting services negotiable

Percentage

$1 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001 - $2,500,000: 0.75% annually (0.1875% quarterly) $2,500,001 - $4,999,999: 0.60% annually (0.15% quarterly) $5,000,000 - $10,000,000: 0.50% annually (0.125% quarterly) $10,000,001+: 0.35% annually (0.0875% quarterly)

Commissions

Commission-based compensation available through affiliated broker-dealer activities and product sales

Project-based

Hourly charges reported but no specific hourly rates disclosed in brochure

Other

Account minimum: $10,000 to $750,000 depending on the advisory program Fee-only: Financial planning/consulting fees negotiable, generally not exceeding $15,000; financial planning fixed fees up to $1,200 in advance; consulting fees up to $1,200 in advance, no advance fees > $1,200 unless agreed

Location

One National Life Drive

Montpelier, VT 05604

Most active in

Vermont

Work history

Equity Services, Inc.

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Montpelier, VT

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