Cutler Investment Counsel, LLC is an investment advisory firm headquartered in Jacksonville, Oregon, providing portfolio management and financial planning services. The firm manages individual investment portfolios through its "Lifestyle Portfolios" and a dividend-based equity strategy, utilizing stocks, mutual funds, exchange-traded funds, and bonds. Cutler also serves as the investment adviser for an affiliated mutual fund, the Cutler Equity Fund. In addition to investment management, Cutler offers financial planning services covering net worth calculations, budgeting, tax optimization, college funding, and estate planning reviews. Cutler serves individuals, high-net-worth clients, corporations, trusts, and retirement plans.
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.