Fletcher Wealth Profile Picture
  • Education East Tenessee State University
  • Qualifications MBA
  • Job Title Financial Planner
  • Company Name Fletcher Wealth Management
  • Company website and blog.
Manager Disclosure Document

Fletcher Wealth Management

Investment Adviser

Investment portfolio

Fletcher Wealth Management REITs

See full details
  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
0.51

365 days

Manager performance
-0.01353,-0.00316,-0.00275,0.00001,-0.00313,-0.00196,0.00060,0.00890,-0.00755,-0.01447,0.00095,-0.01939,-0.01864,-0.01168,0.02368,0.00079,0.00255,0.00985,-0.00309,-0.00214,-0.00161,0.00092,-0.00984,-0.01026,0.00581,-0.00813,0.01315,0.02032,-0.00681,0.00295,-0.00683,0.00399,0.01118,-0.00044,0.03103,-0.00573,-0.02037,-0.00412,-0.00225,0.00742,0.00693,-0.00426,-0.01295,0.01596,-0.00410,-0.01931,-0.00411,0.00545,-0.00764,-0.00062,0.02654,0.00971,-0.00153,-0.00566,0.02069,0.02066,-0.00409,-0.00499,0.00818,-0.00256,0.00273,0.01980,-0.00659,-0.00515,-0.00461,-0.00879,0.00290,0.00173,-0.02033,0.00223,-0.01611,-0.01357,-0.00119,-0.00439,0.00828,0.00538,0.00299,-0.00562,-0.00820,-0.01046,0.00894,-0.00331,-0.00736,-0.00397,0.01103,-0.01185,-0.00884,-0.00509,-0.00353,0.00097,0.00626,0.00837,-0.00043,-0.02245,-0.00633,0.00696,0.00780,0.00637,0.02184,-0.01769,0.00920,0.00121,0.00178,0.00077,-0.00150,0.00456,-0.00521,-0.00228,0.00121,0.00709,0.00403,-0.00532,-0.00292,0.01816,-0.00734,0.00624,0.00493,0.00322,-0.00522,0.00963,0.00331,-0.00228,-0.01108,-0.00421,0.01112,-0.00742,0.01049,-0.00157,-0.02114,0.00642,-0.00553,0.00394,0.00782,0.00899,0.00012,-0.00222,0.00570,0.00130,0.00659,0.00199,-0.00227,0.00169,0.00332,-0.00424,0.00490,0.00166,0.00433,0.00022,0.01254,-0.00162,-0.00767,-0.01640,-0.00382,0.00813,0.00166,-0.00549,0.00500,-0.00038,0.00395,-0.01813,0.00027,0.01037,-0.00549,0.00710,-0.00995,0.00482,0.01039,0.00474,0.00201,0.00006,-0.00012,0.00390,0.00408,0.00667,-0.00251,-0.00783,-0.00430,0.00450,0.01387,0.00345,-0.00601,0.00580,0.00173,-0.00332,0.00449,-0.00021,0.01124,-0.00205,0.00237,0.00538,-0.00036,0.00396,-0.00315,0.01263,0.00004,-0.00341,-0.00066,-0.00289,0.00255,-0.00146,0.00720,-0.00593,-0.00100,-0.00155,-0.00284,0.00967,0.00462,-0.00636,0.00409,0.00307,-0.00081,-0.00061,-0.00188,0.01590,-0.00234,-0.00977,-0.00518,-0.00038,-0.00130,0.00148,-0.00499,-0.00008,0.00374,0.00783,0.00478,-0.00285,0.00232,-0.00220,-0.00095,0.00549,0.00328,0.00018,-0.00245,-0.00240,0.00415,0.00233,-0.00114,0.00197,-0.00071,0.00295,0.00000,0.00308,-0.00570,0.01061,-0.00327,0.00298,-0.00070,-0.00216,-0.00475,0.00395,-0.00764,-0.00227:#0c3557:Manager 0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022:#c8c8c8:S&P_500
6.7%

365 days

Risk score

1.5% fee
$10,000 minimum


Fletcher Wealth Management Texas-Based

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  • Strategy
    Concentrated Long-Only Equity
Sharpe ratio
2.20

365 days

Manager performance
0.00581,0.00602,-0.00435,0.00247,-0.01128,-0.00178,0.01009,0.00188,-0.00539,-0.00521,0.00038,-0.00582,-0.00951,-0.00727,0.00989,-0.00292,0.01128,0.00399,-0.00176,-0.00763,0.00073,0.00569,-0.00136,0.00116,-0.00563,0.00464,-0.00435,0.01126,0.00402,-0.00013,-0.00637,-0.00082,0.00341,0.00741,0.00685,0.00437,-0.00416,-0.00482,0.00285,-0.00041,0.00611,0.00330,-0.00305,0.02766,-0.00363,-0.00726,0.00791,-0.00301,-0.01516,-0.00960,0.01932,0.00632,0.00048,-0.00637,0.01052,0.01334,0.00465,-0.00469,0.00258,0.00161,0.01900,0.00631,-0.00558,0.00651,-0.01634,-0.00236,0.00255,0.01063,-0.00313,-0.00356,-0.00691,0.01186,-0.00173,-0.00523,0.00482,0.00697,0.00548,-0.00412,-0.00238,0.00464,0.01675,0.00698,-0.00094,0.00138,-0.00007,-0.00364,-0.00476,-0.00690,-0.00904,-0.00717,0.01027,0.01275,-0.00616,-0.01637,0.00460,-0.00055,-0.00232,-0.00405,0.00578,0.00163,0.00699,0.01135,0.00068,0.00228,0.00070,0.00095,-0.00154,-0.00975,0.00400,-0.00959,0.00684,0.00431,0.00737,0.01344,-0.01066,0.01764,-0.00028,0.00087,-0.00599,0.01009,0.00774,-0.00912,-0.02022,-0.01701,0.01615,-0.01460,0.01471,-0.00199,-0.01973,0.00380,-0.00818,0.01156,0.02005,-0.00225,0.00955,-0.00069,0.01194,0.00032,0.00585,-0.00647,0.01041,0.00089,0.00273,-0.00323,0.00070,0.00554,-0.00430,-0.00304,0.01614,-0.00096,0.00250,-0.00292,-0.00081,-0.00131,0.00203,-0.00888,0.00589,0.00340,0.00515,-0.00871,0.00422,-0.00757,-0.00204,0.00912,-0.00615,0.00107,0.00245,0.00615,0.01155,0.00530,-0.00226,-0.00919,-0.01204,0.00645,0.01557,-0.02189,-0.00862,0.00467,0.00577,0.01084,0.00871,0.00914,0.00399,-0.00500,-0.00306,-0.01155,-0.00224,0.00405,0.00144,0.00274,0.00247,0.00491,-0.00559,0.01209,-0.00676,0.00252,0.01428,-0.00533,-0.00281,-0.00517,0.00413,0.00237,-0.00913,0.00239,0.00233,0.00586,0.00417,0.00404,0.00197,-0.00251,0.00121,-0.00017,0.00518,0.01064,0.01069,0.00733,0.00052,-0.00916,-0.00742,0.00128,0.00295,0.00597,0.00316,0.00273,0.00621,-0.00230,-0.00714,0.01699,-0.00109,0.00156,-0.00065,0.00761,-0.00231,0.00261,-0.01632,-0.01059,0.01281,-0.00415,0.00028,0.00341,-0.00475,0.00625,-0.01747,0.01180,0.00192,0.01268,0.00875,-0.00400,-0.00006,-0.00497,-0.00381,-0.00676:#0c3557:Manager 0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022:#c8c8c8:S&P_500
27.6%

365 days

Risk score

1.5% fee
$20,000 minimum


Fletcher Wealth Management Oil and Gas MLPs

See full details
  • Strategy
    Higher risk Multi-Asset
Sharpe ratio
1.65

365 days

Manager performance
0.00178,-0.00445,-0.01101,0.00092,0.01096,-0.00266,-0.00792,0.00402,-0.00516,-0.00530,0.00648,0.00100,-0.00420,-0.00652,0.01220,0.00252,0.00335,0.00376,-0.00864,0.00360,0.00187,-0.00038,-0.00913,-0.00464,-0.00832,0.00005,-0.00344,0.01006,0.00516,-0.00772,-0.00490,-0.00832,-0.00624,-0.00264,0.02071,0.01818,-0.01095,-0.00537,0.00068,0.00295,0.01031,0.00009,0.00027,0.00982,-0.00098,-0.00723,0.00118,-0.00470,-0.00891,-0.00104,0.00214,0.00740,0.00675,-0.00992,0.00404,0.00681,0.00478,0.01419,0.00842,-0.00568,0.00814,0.00125,-0.01175,0.00146,-0.00190,-0.00969,0.00052,-0.00045,-0.00396,-0.00044,-0.00573,0.00203,-0.00470,0.00854,0.00071,0.01573,0.00418,0.00042,-0.00813,0.00902,0.01720,0.00519,0.00356,-0.00512,0.00313,0.00228,-0.01505,-0.00457,-0.01504,-0.00956,0.00721,-0.00251,0.00122,-0.00917,0.00045,0.00498,0.00275,-0.00410,-0.00135,0.00566,0.01154,0.01176,0.00249,0.00417,0.00616,0.00387,0.00267,-0.00869,-0.00423,-0.00382,-0.00145,-0.00871,0.00607,-0.00264,-0.00317,0.00544,0.00063,0.00331,-0.00812,0.00932,0.00839,-0.00235,-0.00721,-0.00726,0.00318,-0.00833,0.00553,0.00759,-0.00735,-0.00887,-0.00059,0.00607,0.01317,-0.02988,0.00206,0.00922,0.00343,0.00360,0.00008,-0.00761,-0.00632,0.00103,-0.00393,-0.00005,0.01036,-0.00193,-0.00265,0.00833,0.00173,0.00500,0.00182,-0.00351,-0.00742,0.00359,-0.00072,-0.00364,0.01425,0.00257,0.00600,-0.00794,0.00086,-0.00168,-0.00390,0.00555,0.00218,-0.00101,0.00815,0.00254,0.01344,0.00368,0.00146,-0.00247,-0.00983,0.00633,0.01301,-0.00866,0.00894,-0.00044,0.00125,0.00440,0.00525,0.00883,0.00098,-0.00281,-0.00172,-0.00694,0.00169,0.00601,-0.00567,0.00228,-0.00026,0.00865,-0.00276,0.01576,-0.01353,-0.00093,0.00817,-0.00031,0.00562,0.00336,0.00471,-0.00450,0.00484,0.00408,0.00667,-0.00127,-0.00492,0.00125,-0.00054,0.00452,0.00521,-0.00421,0.00603,0.00850,0.00591,-0.00071,-0.00329,-0.00524,-0.00220,-0.00139,0.01426,-0.00179,-0.00810,0.00475,-0.00277,0.01168,0.00207,0.01816,0.00220,0.00618,0.00257,0.00395,-0.00096,-0.00644,-0.00830,-0.00777,0.01213,-0.00372,0.00503,-0.00257,0.00485,0.00519,-0.00201,-0.00010,0.00177,0.00716,0.00111,0.00316,0.00290,-0.00243,-0.01169,-0.01413:#0c3557:Manager 0.00001,0.01264,0.00166,-0.00138,-0.00569,-0.00349,0.00411,-0.00338,-0.00112,0.00300,-0.00498,-0.01412,-0.00325,-0.00583,0.00386,-0.00573,0.00863,0.00410,-0.00403,-0.01588,0.00294,0.00211,-0.00308,0.00000,0.00422,0.00835,0.00124,0.00018,0.01005,0.00735,0.00319,-0.00310,0.00272,0.00570,0.00423,0.01219,-0.00169,-0.00721,-0.00472,-0.00249,-0.00271,0.00368,-0.00402,-0.00598,0.00807,-0.00047,-0.00898,0.00709,-0.00851,-0.01203,0.00067,0.02199,0.00629,0.00408,-0.00706,0.01394,0.00679,0.00657,0.00010,0.00574,-0.00472,0.00327,0.00439,0.00134,0.00564,-0.00480,-0.00376,0.00291,0.00358,-0.00269,0.00482,-0.01296,0.01344,0.00073,-0.00231,0.00840,0.00502,0.00423,-0.00365,-0.00186,-0.00358,0.00819,0.00510,-0.00124,0.00026,0.00272,0.00000,-0.00075,-0.00268,-0.00313,-0.00105,-0.00431,0.01133,0.00186,-0.00317,-0.01121,-0.00350,-0.00008,0.00633,-0.00309,0.01668,-0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022:#c8c8c8:S&P_500
18.2%

365 days

Risk score

1.5% fee
$20,000 minimum


Portfolio commentary

  1. Hedging the dollar with these core holdings

    16 November 2011

    The overall market appears to have somewhat stabilized, so we will consider making some purchases over the next few months.

  2. Oil and Gas MLPs remain a safe haven 14 November 2011
  3. Maintaining stability in my Dividends and Yield portfolio 11 November 2011
  4. Staying patient on Oil & Gas MLPs 19 October 2011
  5. Three defensive stocks I like (and own) here 20 September 2011

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Important Information

1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.