Cutler Investment Counsel, LLC

Cutler Investment Counsel, LLC (CRD# 128483) is a financial advisory firm headquartered in Jacksonville, OR. They manage $899,443,260 in 452 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    899
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $1,989,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, LA, OR, TX, VA, WA

Financial Advisors at Cutler Investment Counsel, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Ian M. Bachtel
CRD#: 5526985
525 Bigham Knoll, Jacksonville, OR 97530
93
Wealthminder
score

Ian Bachtel (CRD# 5526985) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 9 years of experience in the finance industry.

2
Ardeth A. Hollo
CRD#: 828963
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004
93
Wealthminder
score

Ardeth Hollo (CRD# 828963) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Bellevue, WA and has over 37 years of experience in the finance industry.

3
Matthew C. Patten
CRD#: 2762796
525 Bigham Knoll, Jacksonville, OR 97530
93
Wealthminder
score

Matthew Patten (CRD# 2762796) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 14 years of experience in the finance industry.

4
Xavier J. Urpi
CRD#: 1729302
675 Peter Jefferson Parkway, Suite 490, Charlottesville, VA 22911
93
Wealthminder
score

Xavier Urpi (CRD# 1729302) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Charlottesville, VA and has over 24 years of experience in the finance industry.

5
Andrew D. Frey
CRD#: 6248738
1325 4th Avenue, Suite 1744, Seattle, WA 98101
92
Wealthminder
score

Andrew Frey (CRD# 6248738) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Seattle, WA and has over 4 years of experience in the finance industry.

6
Jessica L. Alvarez
CRD#: 6154736
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004
90
Wealthminder
score

Jessica Alvarez (CRD# 6154736) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Bellevue, WA and has over 4 years of experience in the finance industry.

7
Jennifer A. Leroy
CRD#: 6111966
525 Bigham Knoll, Jacksonville, OR 97530
90
Wealthminder
score

Jennifer Leroy (CRD# 6111966) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 5 years of experience in the finance industry.

8
Erich M. Patten
CRD#: 4670959
10900 Ne 4th Street, Suite 1910, Bellevue, WA 98004
90
Wealthminder
score

Erich Patten (CRD# 4670959) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

9
Brittany A. Johnson
CRD#: 6569647
525 Bigham Knoll, Jacksonville, OR 97530
87
Wealthminder
score

Brittany Johnson (CRD# 6569647) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 2 years of experience in the finance industry.

10
Carol S. Fischer
CRD#: 4351369
525 Bigham Knoll, Jacksonville, OR 97530
80
Wealthminder
score

Carol Fischer (CRD# 4351369) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Jacksonville, OR and has over 5 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.