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Sarah Jane Fletcher

Team Covert, LLC

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About Sarah Jane Fletcher

Sarah Fletcher is an investment advisor representative registered in Michigan with Team Covert, LLC. Sarah has been in the industry since 2018 and holds the Series 65 and the SIE licenses. Sarah is a financial advisor, serving clients in the state of Michigan.

Firm Information

Sarah Fletcher is currently registered with Team Covert, LLC. Team Covert, LLC is a financial advisor with 1 licensed agent and 2 investment advisor representatives. They have approximately $26,000,000 in regulatory assets under management, primarily for individuals. They offer financial planning, selection of other advisors, and portfolio management for both individuals and high-net-worth individuals.

$26.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sarah Fletcher’s Registration & Firm History

MI

06/04/2024 - Present

Team Covert, LLC (AUBURN HILLS MI)

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Licenses & Designations

IA

Issued 03/01/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Jane Fletcher.
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