F
Fletcher Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,901,020
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
197
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
197
Average account size
$258,381
About
Fletcher Capital Management is an independent advisory firm that manages about $50.9 million for roughly 197 clients and offers asset management, pension consulting, and financial planning to individuals, trusts, small businesses and retirement plans. The firm provides both discretionary and non‑discretionary portfolio management alongside fee‑based comprehensive and tailored financial plans.
The firm’s investment approach emphasizes modern portfolio theory, diversified allocations to mutual funds and ETFs, and a buy‑and‑hold strategy supplemented by asset‑allocation tools; the brochure also notes the firm may allocate a small portion of portfolios to digital assets in certain circumstances. Investment programs are structured into growth and income portfolios and the firm uses third‑party custodians for trade execution and reporting.
The firm’s business model includes several uncommon features for a solo independent adviser: the principal is licensed as an insurance agent (devoting significant time to insurance sales), owns a 401(k) administration business and provides pension consulting and 401(k) setup and administration for small employers, and is also licensed in real estate. These affiliations and the receipt of insurance commissions and plan‑administration fees are disclosed in the brochure and described as potential conflicts of interest that the firm monitors.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Cash flow / budgeting
Charitable giving tax strategies
Occupation focus
Founder/Business Owner
Fee options
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
Main office location
Fletcher Capital Management
Lehi UT, United States
Number of offices
1
Most active in
Fletcher Capital Management has reported serving >5 clients in these states in the last 12 months.
California · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
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