$133.0M Total AUM
$133.0M Disc. AUM
-- 3Y CAGR
5 Employees
500 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Crest vertex
- Established Date
- 02-11-2010
- Office Locations
- 1
Office Locations
3800 Cypress ST West Monroe LA
About Fletcher Financial Group
Fletcher Financial Group is a West Monroe, Louisiana investment advisory firm led by Ken Fletcher. It focuses on retirement-centric financial planning for local families, pairing investment management with insurance, tax and estate considerations. Their process includes a "Life and Beyond Plan" and a 3-step review that monitors taxes, risk and fees to keep income goals on track. Portfolios are ETF-based and typically custodied at Schwab and Fidelity.
Team overview
70 AVG AGE
$44.3M AVG AUM / ADVISOR
$266.0K AVG AUM / CLIENT
6.7 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Harbor eagle Pioneer Pathway ember Vector zenith Atlas focus
Client Personas
Value north
Custodian
Eagle element Momentum
Investment Themes
Capital Matrix Radial Meridian element Zenith
Investment Vehicles
Bridge
Platform
Unison
Services
Peak zenith Optima legacy Eagle Zenith foundation Element Eagle
Technology
Catalyst glacier
Owner & Executives
K
KENNETH LEE FLETCHER
Investment Advisor
- CRD
- #1017769
- Ownership
- 75% or more
(234) 470-2331
eagle.signal@catalystcapital.com
in linkedin.com/in/pathway-glacier
Showing 1 of 1 owners & executives
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B
Braden Smith
--
- CRD
- #8191644
(563) 275-6515
harbor.crest@vitalcapital.com
in linkedin.com/in/glacier-foundation
Bradley Wilson
Investment Advisor
- CRD
- #7785726
(231) 619-3516
glacier.beacon@glaciercapital.com
in linkedin.com/in/wave-summit
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,000,000 | $186,536 |
| Non-Discretionary | $0 | -- |
| Total | $133,000,000 | $186,536 |
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Separately Managed Accounts
Total SMA Asset: $133,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,877,337,038 | 100.0% |
| Total | $5,877,337,038 | 100.0% |