CF
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
525 Bigham Knoll, Jacksonville, OR, 97530
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2015Settled
Other Business Activities
Carol is a board member for Pacific Retirement Services, a retirement home management company. She spends minimal time on this activity, with approximately half of her hours occurring during trading hours.
Employment History
Current Registrations
Cutler Investment Group
April 2010 - Present · 15 yrs 9 mos
State Registrations3 states
CAORWA
Advisor
Exams
No exam information available for this advisor.