Carol Sue Fischer

Cutler Investment Group

15 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

525 Bigham Knoll, Jacksonville, OR, 97530

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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.

Customer Dispute

January 2015

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Carol is a board member for Pacific Retirement Services, a retirement home management company. She spends minimal time on this activity, with approximately half of her hours occurring during trading hours.

Employment History

Current Registrations

Cutler Investment Group

April 2010 - Present · 15 yrs 10 mos

State Registrations3 states

CAORWA

Advisor

Exams

No exam information available for this advisor.