Jeffrey Cutter
Jeffrey Cutter is a PFS-designated registered investment advisor at Cutter Financial Group LLC, based in Falmouth, MA, with 19 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 521 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cutter Financial Group charges an annual fee based on the value of your portfolio, ranging from 1.00% to 2.00%. The specific fee depends on the complexity of the services, the amount of assets managed, and the time and expertise required. Fees are negotiable. In addition to the investment advisory fee, Cutter Financial charges an annual technology fee ranging from $35 to $100 per account, depending on the account's assets.
Location
84 Davis Straits, Falmouth, MA, 02540
Get directionsHistory
Regulatory History (3)
Civil
March 2023Customer Dispute
September 2022Criminal
December 2002Other Business ActivitiesSells Insurance
Jeffrey is the owner of Cutter Financial Group LLC, where he helps individuals purchase insurance and advises on financial products, dedicating full-time hours. He is also an independent insurance agent with National Agents Alliance, selling mortgage insurance, and an IAR with Precision Capital Management, also dedicating full-time hours to helping individuals purchase insurance and advising on financial products.
Employment History
Current Registrations
Cutter Financial Group LLC
Previous Registrations
Precision Capital Management
Horter Investment Management, LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations1 state
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.