Melvin Cutler is a registered investment advisor at Cutler Capital Management, based in Worcester, MA, with 25 years of industry experience. Melvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 129 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cutler Capital Management charges an annual management fee for separately managed accounts. For clients who are considered "Qualified Clients", they can choose between a fixed management fee of 1.00% of the account's value, billed quarterly, or a performance-based fee. The performance-based fee is the greater of $3,000 or 0.50% of the account's value, or 11% of the increase in the account's net market value. For clients who are not "Qualified Clients", the annual management fee is 1.00% of the account's value, billed quarterly. All accounts are subject to a minimum annual management fee of $3,000, billed quarterly.
Location
306 Main Street, Worcester, MA, 01608
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melvin is the Chief Investment Officer and Managing Partner of CCM, and also a principal of a construction company and a real estate development company with interests in other business and real estate partnerships. Melvin spends about 10-20% of his time on these outside activities.
Employment History
Current Registrations
Cutler Capital Management
State Registrations1 state
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