Cutler Investment Counsel offers investment management using a variety of assets, including stocks, mutual funds, and ETFs. They manage individual portfolios and offer a dividend-based equity strategy. Cutler also provides financial planning services, including net worth calculation, budgeting, investment allocation, and estate planning reviews. For clients only seeking financial planning, Cutler offers comprehensive financial planning services for an annual retainer fee.
Assets Under Management$1.3B
Clients973
Advisors19
Avg. per Client$1.3M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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