Cutler Investment Counsel, LLC is a large advisory firm based in Jacksonville. It manages $602.11 million of regulatory assets for 1,112 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alaska, California, Florida, and 7 other states.
Cutler Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, selection of other advisers, and financial consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cutler Investment Counsel, LLC is $602.11 million. The firm's AUM has grown by 1387% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cutler Investment Counsel, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Cutler Investment Counsel is high net worth individuals with 99 clients and $247.35 million of assets under management. Among the 10 most similar advisory firms, Cutler Investment Counsel has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $591.38 million for 520 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cutler Investment Counsel doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Cutler Investment Counsel, LLC performs its advisory services is located at 525 Bigham Knoll, Jacksonville, OR 97530, which is also the mailing address of the firm. An additional office of the firm is in Bellevue, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 541-770-9000 or by fax 541-779-0006. The normal business hours are 7:30 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at cutler.com.