Cutter Financial Group offers investment advisory services, including income planning, investment planning, legacy planning, risk management, and advanced tax planning. Cutter Financial typically invests client assets in mutual funds managed by Redwood Investment Management, based on model portfolios. Some advisors are also insurance agents and can sell insurance products for commissions through Cutterinsure, an affiliated company.
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.