TrueAdvisor
TrueAdvisor
MS
MS

Michael Wayne Shamburger

Cutler Investment Group
33 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Cutler Investment Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
973 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5M+1.00%

Fees are negotiable for accounts over $5,000,000. Using the previous tier's fee percentage as the starting point for negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

3601 C Street, Suite 822, Anchorage, AK, 99503

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cutler Investment Group
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Foundations Asset Management, LLC
May 2008 - December 2021 · 13 yrs 7 mos
Cambridge Investment Research, INC.Broker
October 2007 - December 2013 · 6 yrs 2 mos
Cambridge Investment Research Advisors, INC.
October 2007 - October 2008 · 1 yr
Multi-Financial Securities Corporation
June 2004 - October 2007 · 3 yrs 4 mos
Multi-Financial Securities CorporationBroker
October 1999 - October 2007 · 8 yrs
Mutual Service CorporationBroker
March 1999 - October 1999 · 7 mos
Titan/value Equities Group, INC.Broker
November 1996 - March 1999 · 2 yrs 4 mos
Essex National Securities, INC.Broker
October 1994 - August 1995 · 10 mos
Lehman Brothers INC.Broker
April 1988 - May 1991 · 3 yrs 1 mo
E. F. Hutton & Company INCBroker
March 1988 - April 1988 · 1 mo
Painewebber IncorporatedBroker
September 1987 - March 1988 · 6 mos
State Registrations1 state
AK
Advisor
Exams
No exam information available for this advisor.