Cutler Greene
Cutler Greene is a registered investment advisor at Spaulding Greene Wealth Management, LLC, based in Buffalo, NY, with 4 years of industry experience. Cutler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $6.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable based on the amount of assets to be managed and any family relationships.
Fee Estimator
Location
Buffalo, NY
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Cutler is a member of Four Greenes LLC and HHBT218 LLC, both formed in 2007 and 2020 respectively, and owns rental properties through these entities. Cutler spends minimal time on these businesses and the activities are not investment related.
Employment History
Current Registrations
Spaulding Greene Wealth Management, LLC
State Registrations1 state
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