Cutter & Company, INC.

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Assets Under Management

$937.0M

Number of Clients

2,368

Number of Advisors

N/A

Average Client AUM

$396K

AUM per Advisor

N/A

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Cutter & Company, Inc. provides financial planning, general consultations, and investment management services through the Cutter Advisory Program. They offer both discretionary and non-discretionary account management. The firm also sponsors wrap fee programs and utilizes third-party asset management programs.

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.50%
$250K - $1.0M	2.00%
$1M+	1.50%

Fees and minimum account value are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management

Location

15415 Clayton Road, Ballwin, MO, 63011

0 Advisors at this firm

No advisors found for this firm.