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...
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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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.