Cutler Investment Group
Assets Under Management
$1.3B
Number of Clients
973
Number of Advisors
17
Average Client AUM
$1.3M
AUM per Advisor
$77.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cutler Investment Counsel offers individual investment portfolios, investment consulting for retirement plans, and a dividend-based equity strategy. They also provide financial planning services, including net worth calculation, budgeting, investment allocation, and estate planning reviews. Cutler customizes strategies based on client needs and objectives.
Fee Structure
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
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
Location
525 Bigham Knoll, Jacksonville, OR, 97530