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Sean A Fletcher
Rhodes & Fletcher, LLC
465 California St.
Suite 838
San Francisco, CA 94104 Map It
U.S.A.
Telephone: 415-362-8636
Degrees: BFA (1992), Rutgers University; MFA (1997), San Francisco Art Institute; JD (1983), Santa Clara University CFP (1985).
Concentration: Financial Planning, Retirement Planning (Retirement Plan specialists), Estate and Gifting Strategies, Investment and Portfolio Management, Tax Planning, Business Succession strategies -- Also fiduciary reviews & objective reviews of insurance and annuity products
Qualifications: CLU, ChFC, CFA candidate (level 1)
Flat Fees / Pricing Info.: Initial Review and Consultation is free of charge.
1.25% to .5% investment management fees (depending on the size of the portfolio. Fees are reduced on larger portfolios. Call for a fee schedule.) Other services are included for investment and portfolio management clients. OR $2,500 - $5,000 annual retainer for planning ONLY clients OR $250/hr for office consultations. Fiduciary and Insurance Reviews are decided upfront and range from $2,500 to $5,000.
Web Site: http://www.rhodesfletcher.com
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