CUTLER INVESTMENT COUNSEL, LLC
Jacksonville, Oregon
5.0
1 Review
Cutler Investment Counsel, LLC is a highly reputable investment advisory firm based in Jacksonville, OR. With 20 dedicated professionals on their team, they provide expert financial guidance to a diverse range of clients. Among their employees, 14 specialize in delivering top-notch investment advisory services, ensuring that clients receive tailored strategies to meet their unique goals.
With an average of approximately $88,610,000 in assets under management per investment advisor, Cutler Investment Counsel, LLC maintains a competitive position within the industry. Their compensation structure offers various options, including a ...
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Assets Under Mgmt
$1.05B
Investment Professionals
14
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pension consulting services
Disclosures
SEC or CFTC found with a false statement or omission
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Articles
Articles
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