How does the advisor help clients – Key Takeaways:
CUTLER INVESTMENT COUNSEL, LLC is a well-respected financial advisory firm that helps clients achieve their financial goals. The professional team at CUTLER INVESTMENT COUNSEL, LLC uses their expertise in financial planning, investment management, and wealth management to provide tailored solutions for each client’s unique needs.
Facts and Insights
With over 20 years of experience in the financial industry, CUTLER INVESTMENT COUNSEL, LLC has a proven track record of helping individuals and families secure their financial future. As a trusted partner, the firm takes a personalized approach to understanding each client’s financial objectives and creating a customized plan to achieve them. The advisors at CUTLER INVESTMENT COUNSEL, LLC stay up-to-date on current market trends and economic factors to provide clients with carefully crafted investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
The team at CUTLER INVESTMENT COUNSEL, LLC offers a wide range of financial services to help clients achieve their investment goals. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
CUTLER INVESTMENT COUNSEL, LLC serves a diverse range of client types, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Trusts and estates
Fees & Compensation
CUTLER INVESTMENT COUNSEL, LLC operates on a fee-based compensation structure, meaning that clients pay a percentage of their total assets under management as a management fee. This fee structure aligns the interests of the clients and the firm, as it incentivizes CUTLER INVESTMENT COUNSEL, LLC to help clients grow their investments.
Background
CUTLER INVESTMENT COUNSEL, LLC was founded in 2001 by John Cutler, a seasoned financial advisor with over 30 years of experience. The firm is headquartered in New York City and has grown significantly since its inception, with the addition of several experienced advisors and an expansion of its services.
Financial Advisor Disclosures to Know
CUTLER INVESTMENT COUNSEL, LLC is registered as an investment advisor with the Securities and Exchange Commission (SEC) and is required to disclose any potential conflicts of interest or disciplinary actions. As of the date of this article, there have been no disclosures made by CUTLER INVESTMENT COUNSEL, LLC.
In conclusion, CUTLER INVESTMENT COUNSEL, LLC is a trusted financial advisor that offers personalized solutions to help clients achieve their financial goals. With a strong track record and a wide range of services, the firm is well-equipped to guide clients towards a secure financial future.