Michael Shamburger
Michael Shamburger is a registered investment advisor at Cutler Investment Group, based in Anchorage, AK, with 34 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,074 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5,000,000 are negotiable based on size, complexity, and time involved. Fees are negotiable and may be reduced or waived for family and friends of the firm in Cutler's sole discretion.
Fee Estimator
Location
725 E. Firewood Lane, Suite 320, Anchorage, AK, 99503
Get directionsHistory
Regulatory History (1)
Regulatory
July 2019Employment History
Current Registrations
Cutler Investment Group
Previous Registrations
Foundations Asset Management, LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Essex National Securities, INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Painewebber IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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