Advisor at Foundations Investment Advisors LLC
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Firm
Foundations Investment Advisors LLC
Location
Eagle River, AK 99577
Credentials
Series 63, Series 65
David Kutcher is a financial advisor at Foundations Investment Advisors LLC with over 30 years of experience in the industry. He holds Series 63 and Series 65 licenses and has been associated with DAK Financial since 1993. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, retirement plans, and businesses. The firm manages portfolios through model allocations and third-party sub-advisers, offering both discretionary and non-discretionary management across a large network of affiliated offices.
Based on Foundations Investment Advisors LLC
Based on Foundations Investment Advisors LLC
Fixed financial planning fees typically range from $100 to $5,000, may go up to $7,500
Maximum 2.00% annually
Insurance products commissions ranging from 5% to 10%, separate from advisory fees
$100-$500 per hour for financial planning services
Account minimum: $5,000 Minimum fee: All accounts assessed a $50 annual administrative and technology fee Fee-only: Financial planning fees range from $100 to $5,000 fixed or $100 to $500 per hour
10928 Eagle River Rd, Suite 124
Eagle River, AK 99577
Alaska
Foundations Investment Advisors LLC
2025 - Present (1 year)
DAK Financial
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Eagle River, AK
Avier Wealth Advisors
Series 65
Eagle River, AK
Advisory Services Network
Series 63, Series 65
Eagle River, AK
Advisory Services Network
ChFC®, Series 66
Eagle River, AK
First Command Advisory Services
Series 66
Eagle River, AK
Foundations Investment Advisors LLC
CFP®, Series 66
Anchorage, AK
Edward Jones
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