Cutter & Co. Inc.
15415 Clayton Road
Ballwin, MO 63011
Year founded: 1988
Year end: Dec. 31
Recruitment & Staffing
|No. of reps||—||43||—|
|No. of reps, male||—||—||—|
|No. of reps, female||—||—||—|
|No. of producing reps||—||—||—|
|No. of producing reps, male||—||—||—|
|No. of producing reps, female||—||—||—|
|No. of reps producing $100K-$499K /year||—||—||—|
|No. of reps producing $500K+ /year||—||—||—|
|No. of CFPs||—||—||—|
|No. of full-time employees||—||—||—|
|No. of fee-based advisers served||—||—||—|
|Average payout per rep, per year||—||—||—|
|Avg. annual production of top 20% reps||—||—||—|
|Total payout, per year||—||—||—|
|Cost of E&O insurance per rep, per year||—||2700.00||2700.00|
|Affiliation fees charged per rep, per year||—||none||—|
|Affiliation fee coverage||—||—||—|
|Social Media & Mobile|
|Account aggregation software||Morningstar Office|
|CRM||Built in house/Proprietary|
|Financial planning||Morningstar Advisor Workstation (Morningstar Inc.)
Thomson One Wealth Management (Thomson Reuters)
|Portfolio management||Morningstar Office (Morningstar Inc.)|
|Offers robo-advisory platform?||N|
|If not, when plans to offer a robo-platform||1-2 years|
|Robo-advice services offered||—|
|How robo-platform developed||—|
|Charge for robo-advisory services?||—|
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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