Bart Cutino
Bart Cutino is a registered investment advisor at Thepartners Wealth Management, based in Carmel By the Sea, CA, with 18 years of industry experience. Bart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921
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Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Bart is involved in several business activities, including marketing a deferred sales trust, consulting at a family restaurant, and serving as Vice-President at Central Coast Financial Management, Inc. He is also an agent with Highland Capital Brokerage, which brokers life insurance and fixed annuity products, and makes P&C insurance referrals through CGM Risk Management & Insurance Services LLC.
Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Thepartners Wealth Management
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Qa3 Financial CORP.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.