CW
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
220 Newport Center Dr., Suite 20, Newport Beach, CA, 92660
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Cutler Investment Group
November 2022 - Present · 3 yrs 2 mos
Previous Registrations
Goldman Sachs & CO. LLC Broker
January 2021 - October 2022 · 1 yr 9 mos
Goldman Sachs Ayco Personal Financial Management
September 2020 - October 2022 · 2 yrs 1 mo
Mercer Allied Company, L.P.Broker
June 2020 - January 2021 · 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.