Jennifer Farrington is a registered investment advisor at Cutter Financial Group LLC, based in Falmouth, MA, with 7 years of industry experience. Jennifer 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
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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.
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Jennifer is the Associate Director of Regulatory Affairs for Associates of Cape Cod Inc. since 2005, spending about 10-20% of her time on this non-investment related consulting role.
Employment History
Current Registrations
Cutter Financial Group LLC
State Registrations1 state
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