Michael
Shamburger
Cutler Investment Counsel, LLC
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About this Advisor
Michael Shamburger is a financial advisor based in Anchorage, Alaska who has 1 year of relevant experience. Shamburger is on the advisory team at Cutler Investment Counsel, LLC. During their career, Shamburger has held roles at Cambridge Investment Research, Inc and Foundations Asset Management, LLC. Shamburger holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Alaska. Cutler Investment Counsel, LLC is an advisory business operating out of Jacksonville, OR. The company has offices in five locations and a total of 20 people on staff. It manages $1 billion in total assets among its 1,790 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm serves 12 charitable organizations. Of its 1,790 accounts, 32% are held by high-net-worth clients who have greater than $1 million in investable assets. Cutler Investment Counsel, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. A financial advisor's fees usually vary depending on which services are provided. Fees billed by Cutler Investment Counsel, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cutler Investment Counsel, LLC Brokerage Details
$1,054,066,040
20
1,790
$588,864
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Michael Shamburger Work History
Michael has been registered as a financial advisor for 1 years.*
Foundations Asset Management, LLC
Cambridge Investment Research, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Shamburger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cutler Investment Counsel, LLC
Jacksonville, OR
Bellevue, WA
Newport Beach, CA
Jacksonville, OR
Bellevue, WA
Seattle, WA
Bellevue, WA
Anchorage, AK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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