Cutler Capital Management provides investment management services, specializing in convertible securities, financial sector investments (including community banks), and real estate investment trusts (REITs). Cutler manages both separately managed accounts and private investment funds. Financial planning services are also offered, ranging from broad-based planning to single-subject consultations. Clients can impose reasonable restrictions on their separately managed accounts.
Fee Structure
Cutler Capital Management charges an annual management fee for separately managed accounts. For clients who are considered "Qualified Clients", they can choose between a fixed management fee of 1.00% of the account's value, billed quarterly, or a performance-based fee. The performance-based fee is the greater of $3,000 or 0.50% of the account's value, or 11% of the increase in the account's net market value. For clients who are not "Qualified Clients", the annual management fee is 1.00% of the account's value, billed quarterly. All accounts are subject to a minimum annual management fee of $3,000, billed quarterly.