DB

David William Berson

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
2,064 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$250K
Hourly Rate:Up to $500/hr

Cumberland Advisors' investment management fees are negotiated with each client, considering the complexity and type of securities portfolios. The fees listed represent the maximum that may be charged. Financial planning fees can be either a fixed, negotiated fee, or an hourly rate not exceeding $500 per hour. Clients also pay fees to an unaffiliated custodian.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

Kiawah Island, SC

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Regulatory History (1)
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Civil
March 2020
Pending
Employment History
Current Registrations
Cumberland Advisors
February 2023 - Present · 2 yrs 11 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.