Matthew
Patten
Cutler Investment Counsel, LLC
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About this Advisor
Matthew Patten is a financial advisor operating in Jacksonville, Oregon who has 13 years of relevant experience. Patten currently works for Cutler Investment Counsel, LLC. They have worked at Cutler Investment Counsel, Llc for all of their career. Patten maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Oregon and Texas. Cutler Investment Counsel, LLC is a registered investment company based out of Jacksonville, OR. The firm has offices in five locations and a total of 20 people on staff. It manages $1 billion in assets across its 1,790 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves 12 charitable organizations. Of its 1,790 customer accounts, 32% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business offers a diverse assortment 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. Fees charged by financial advisors depend on the financial services offered. However, fee types charged by Cutler Investment Counsel, LLC can be comprised of some combination 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
Matthew Patten Work History
Matthew 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 Matthew Patten to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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