MB
CFA
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
1 South School Avenue, Suite 900, Sarasota, FL, 34237
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cumberland Advisors
November 2016 - Present · 9 yrs 2 mos
Previous Registrations
Boston Private Wealth LLC
January 2015 - November 2016 · 1 yr 10 mos
Banyan Partners, LLC
June 2009 - November 2014 · 5 yrs 5 mos
Cypress Capital Group
October 2005 - October 2008 · 3 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.