Randy Scott Gardner

Cutler Investment Group

21 Years of Experience

1 Disclosure

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 Management	Annual Fee
Up to $2.0M	1.25%
$2.0M - $5.0M	1.00%
$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

10900 NE 4th Street, Suite 1910, Bellevue, WA, 98004

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History

Regulatory History (1)

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Judgment / Lien

September 2009

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Employment History

Current Registrations

Cutler Investment Group

March 2018 - Present · 7 yrs 11 mos

Previous Registrations

Pacific Portfolio Consulting, LLC

March 2013 - March 2018 · 5 yrs

MML Investors Services, LLC

November 2004 - July 2012 · 7 yrs 8 mos

Citigroup Global Markets INC.

April 2003 - September 2004 · 1 yr 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.