Carol Fischer
Carol Fischer is a registered investment advisor at Cutler Investment Group, based in Jacksonville, OR, with 16 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,074 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5,000,000 are negotiable based on size, complexity, and time involved. Fees are negotiable and may be reduced or waived for family and friends of the firm in Cutler's sole discretion.
Fee Estimator
Location
525 Bigham Knoll, Jacksonville, OR, 97530
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2015Other 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
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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