Advisor at Fletcher Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fletcher Capital Management
Location
Lehi, UT
Credentials
Series 63, Series 66
Industry experience
21 years
Tylan Fletcher is the principal and sole advisor at Fletcher Capital Management in Lehi, Utah, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with his current firm since 2010. In addition to his advisory role, Fletcher is an independent insurance agent licensed to sell health, life, disability, and property and casualty insurance, and he is also a licensed real estate agent. Fletcher Capital Management is an independent firm managing approximately $50.9 million for about 197 clients. The firm provides asset management, pension consulting, and financial planning services to individuals, trusts, small businesses, and retirement plans, employing a diversified, buy-and-hold investment approach that incorporates mutual funds, ETFs, and occasionally digital assets.
Based on Fletcher Capital Management
Based on Fletcher Capital Management
Flat fee for comprehensive financial plans ranges from $500 to $3,500
$0 - $500,000: 1.00% annually (Growth Portfolio) $500,001 - $1,000,000: 0.85% annually (Growth Portfolio) $1,000,001+: 0.70% annually (Growth Portfolio) $0 - $500,000: 0.65% annually (Income Portfolio) $500,001 - $1,000,000: 0.55% annually (Income Portfolio) $1,000,001+: 0.45% annually (Income Portfolio)
$75 per hour for tailored financial planning reports
Fee-only: Financial planning fees range from $500 to $3,500 for comprehensive plans; $75/hour for tailored reports
Lehi, UT
California · Utah
Fletcher Capital Management
2010 - Present (16 years)
National LIfe of Vermont
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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