Melvin
Cutler
Cutler Capital Management
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About this Advisor
Melvin Cutler is a financial advisor operating in Worcester, Massachusetts with 23 years of industry experience. Cutler currently works for Cutler Capital Management. The advisor has gained experience at Cutler Capital Management, LLC and Cutler Associates Inc. Cutler is able to advise clients in Florida. Cutler Capital Management is a registered investment company operating out of Worcester, MA. The investment advisory business has a total of eight advisors. It oversees $306 million in total assets across its 162 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides financial advice to three charities and foundations. Of its 162 client accounts, 63% are held by high-net-worth individuals who have greater than $1 million in assets. Cutler Capital Management offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management are based on which services the firm provides the client. However, fees billed by Cutler Capital Management most likely are comprised of asset-based, fixed and performance-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Cutler Capital Management Brokerage Details
$305,457,112
8
162
$1,885,538
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Melvin Cutler Work History
Melvin has been registered as a financial advisor for 23 years.*
Cutler Capital Management, LLC
Cutler Associates 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 Melvin Cutler 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 Capital Management
Worcester, MA
Worcester, MA
Worcester, MA
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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