MS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
973 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees above $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$5,000
Hourly Rate:$300 - $500/hr
For individually managed accounts, Cutler charges an annual fee based on assets under management. The fee is 1.25% for assets under $2,000,000 and 1.00% for assets between $2,000,000 and $5,000,000. Fees for accounts over $5,000,000 are negotiable. Financial planning services are available for an annual retainer fee starting at $5,000, depending on scope and complexity.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
3601 C Street, Suite 822, Anchorage, AK, 99503
Get directionsRegulatory History (1)
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Regulatory
July 2019Final
Employment History
Current Registrations
Cutler Investment Group
April 2022 - Present · 3 yrs 9 mos
Previous Registrations
Foundations Asset Management, LLC
May 2008 - December 2021 · 13 yrs 7 mos
Cambridge Investment Research, INC.Broker
October 2007 - December 2013 · 6 yrs 2 mos
Cambridge Investment Research Advisors, INC.
October 2007 - October 2008 · 1 yr
Multi-Financial Securities Corporation
June 2004 - October 2007 · 3 yrs 4 mos
Multi-Financial Securities CorporationBroker
October 1999 - October 2007 · 8 yrs
Mutual Service CorporationBroker
March 1999 - October 1999 · 7 mos
Titan/value Equities Group, INC.Broker
November 1996 - March 1999 · 2 yrs 4 mos
Essex National Securities, INC.Broker
October 1994 - August 1995 · 10 mos
Lehman Brothers INC.Broker
April 1988 - May 1991 · 3 yrs 1 mo
E. F. Hutton & Company INCBroker
March 1988 - April 1988 · 1 mo
Painewebber Incorporated Broker
September 1987 - March 1988 · 6 mos
State Registrations1 state
AK
Advisor
Exams
No exam information available for this advisor.