Carol
Fischer
Cutler Investment Counsel, LLC
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About this Advisor
Carol Fischer is a financial advisor based out of Jacksonville, Oregon with a total of 13 years of relevant experience. Fischer is an employee of Cutler Investment Counsel, LLC. They have been with Cutler Investment Counsel, Llc for their entire career. Fischer maintains a Series 65 license, designating them as an investment advisor representative, and is registered to work in Oregon and Washington. Cutler Investment Counsel, LLC is a firm operating out of Jacksonville, OR. It has offices in five locations and a total of 20 people on staff. It oversees $1 billion in assets under management between its 1,790 accounts, placing it among the bigger firms in the country by assets under management. The firm serves 12 charities and foundations. Of its 1,790 client accounts, 32% are associated with high-net-worth investors who have greater than $1 million in assets. Cutler Investment Counsel, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Financial management fee schedules are based on which service is offered. Fees charged by Cutler Investment Counsel, LLC likely are comprised of some blend 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
Carol Fischer Work History
Carol has been registered as a financial advisor for 13 years.*
Cutler Investment Counsel, LLC
*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 Carol Fischer 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
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Newport Beach, CA
Bellevue, WA
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Seattle, WA
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Anchorage, AK
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