Ellery Barney is a registered investment advisor at Cutler Investment Group, based in Jacksonville, OR, with 11 years of industry experience. Ellery 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
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 →Employment History
Current Registrations
Cutler Investment Group
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Cetera Advisor Networks LLCBroker
Franklin/templeton Distributors, INC.Broker
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.
Exams
More Advisors
- Carol FischerCutler Investment Group
- Jennifer Leroy, CFPCutler Investment Group
- Ryan Fiegi, CFPPractice Financial Group
- Tanner Woolley, CFPPractice First Investment Advisors LLC
- Paul Caswell, CFP, ChFCCetera Investment Advisers LLC
- Nicholas Jones, CFPGradient Wealth Management