Brooke Cutler Ashland

Cutler Investment Group

13 Years of Experience

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

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Location

525 Bigham Knoll, Jacksonville, OR, 97530

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Brooke is involved with three non-investment related businesses: Bigham Knoll, LLC (property owner/management), Ashland Partners, LLP (business consultant), and Schoolhaus Brewhaus (restaurant). These businesses are all located at the same address in Jacksonville, OR.