Stephen Fletcher is a CFP-designated registered investment advisor at Evoadvisers, based in Richmond, VA, with 9 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 168 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Subject to a minimum quarterly fee of $2,500. Beginning October 2023, there is an additional fee of $400 per hour for analysis and support for non-managed investment real estate after four hours of applied time has been completed on such activities. Fees may differ among clients based upon numerous factors.
Fee Estimator
Contact
Stephen Fletcher
Location
2917 West Leigh Street, Richmond, VA, 23230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Evoadvisers
Previous Registrations
Bluesky Wealth Advisors, LLC
Aj Wealth
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I love to work with my clients to take their financial worries off the table, to help them research and solve whatever problems they face. Helping people and giving them peace of mind is a passion of mine.• Strong interpersonal and analytical skills• Detail-oriented and client-focusedI received my Master's of Business Administration in 2014I was certified as a CFP® Professional in 2017