Randy Gardner is a registered investment advisor at Cutler Investment Group, based in Bellevue, WA, with 22 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 973 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000. For family and friends of the Firm, the Firm may, in its sole discretion, reduce or waive management fees in their entirety.
Fee Estimator
Location
10900 NE 4th Street, Suite 1910, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2009Employment History
Current Registrations
Cutler Investment Group
Previous Registrations
Pacific Portfolio Consulting, LLC
MML Investors Services, LLC
Citigroup Global Markets INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.