Susan Leann Niedwick

CFP

Cutler Investment Group

21 Years of Experience

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Firm Information

Cutler Investment Group

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.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

525 Bigham Knoll, Jacksonville, OR, 97530

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.