RG
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
10900 NE 4th Street, Suite 1910, Bellevue, WA, 98004
Get directionsRegulatory History (1)
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Judgment / Lien
September 2009Employment History
Current Registrations
Cutler Investment Group
March 2018 - Present · 7 yrs 10 mos
Previous Registrations
Pacific Portfolio Consulting, LLC
March 2013 - March 2018 · 5 yrs
MML Investors Services, LLC
November 2004 - July 2012 · 7 yrs 8 mos
Citigroup Global Markets INC.
April 2003 - September 2004 · 1 yr 5 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.