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
Cutler Investment Counsel offers individual investment portfolios, dividend-based equity strategies, and financial planning services. They customize strategies based on client needs and provide financial planning services including net worth calculation, budgeting, investment allocation, and estate planning reviews.
| Assets Under Management | 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. Using the previous tier's fee percentage as the starting point for negotiation.
525 Bigham Knoll, Jacksonville, OR, 97530