Cutter & Company, INC.
Assets Under Management
$937.0M
Number of Clients
2,368
Number of Advisors
N/A
Average Client AUM
$396K
AUM per Advisor
N/A
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Cutter & Company, Inc. provides financial planning, general consultations, and investment management through the Cutter Advisory Program. They offer both discretionary and non-discretionary account management. The firm utilizes two clearing firms as custodian of client assets: First Clearing Corp., LLC, and RBC Clearing & Custody.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Financial plans range from $250 to $5,000, depending on complexity. Consulting services are available at $100-$300 per hour or $500-$4,000 per year as a retainer. Investment management fees are based on a percentage of assets, with a separate transaction fee of $25 per transaction. Standard investment management fees are 2.50% on the first $250,000, 2.00% on the next $750,000, and 1.50% over $1,000,000. These fees are negotiable. A minimum account value of $25,000 is required for the Cutter Advisory Program.
Areas of Practice
Location
15415 Clayton Road, Ballwin, MO, 63011