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Cutter Financial Group Llc
Falmouth, Massachusetts
5.0
27 Reviews
Cutter Financial Group LLC, a small investment advisory firm headquartered in Falmouth, MA, stands out as a trusted partner in managing financial assets. With over 500 individual clients and more than $192,553,000 in assets under management, they have established a strong presence in the industry. Their success can be attributed to their expertise in handling employer 401Ks and individual investments, which make up approximately half of their assets under management.
The firm prides itself on providing comprehensive financial solutions with a client-centric approach. Offering a range of services, Cutter Financial Group LLC manage...see more
Assets Under Mgmt
$192.55M
Investment Professionals
3
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Disclosures
- Now the subject of a civil proceeding involving previous disclosures
Reviews for Cutter Financial Group Llc
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