Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
1 South School Avenue, Suite 900, Sarasota, FL, 34237
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Martina is the Corporate Secretary and Strategist for Best Weather Inc., where she writes a weekly commodity-oriented newsletter. This takes about half of her time.