Jeffrey Rutter is a registered investment advisor at Shotwell Rutter Baer INC, based in Lansing, MI, with 9 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 282 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shotwell Rutter Baer offers investment management as part of their ongoing planning services. The fee for ongoing financial planning and investment management is based on your net worth, as shown in the table below. Fees are updated annually based on changes in your net worth.
Previous clients may be assigned a different fee schedule based on assets under management:
- Up to $499,999.99 — 1.00% per year (or 0.95% for restricted accounts)
- $500,000.00 to $999,999.99 — 0.80% per year (or 0.75% for restricted accounts)
- $1,000,000.00 to $1,999,999.99 — 0.60% per year (or 0.45% for restricted accounts)
- $2,000,000.00 and up — 0.20% per year
Location
6350 West Michigan Avenue, Suite 200, Lansing, MI, 48917
Get directionsHistory
Regulatory History
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
Shotwell Rutter Baer 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.