Maria Cutter is a registered investment advisor at Index Technologies Group LLC, based in New York, NY, with 16 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $180M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $100.0M | 0.45% |
| $100M+ | 0.25% |
Management fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
10 E. 53rd Street, Suite 1400, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Maria is involved with Index Technologies Group, LLC, dedicating about a quarter of her time. Her title is the same as her role at Quantum, and the activity is investment-related.
Employment History
Current Registrations
Index Technologies Group LLC
Quantum Portfolio Management, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations2 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.