Cumberland Advisors
Assets Under Management
$3.3B
Number of Clients
2,064
Number of Advisors
14
Average Client AUM
$1.6M
AUM per Advisor
$239.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cumberland Advisors is a registered investment advisory firm offering tailored advisory services to high net worth individuals, institutions, and retirement plans. They emphasize long-lasting relationships and customize portfolios based on client needs, offering various investment styles including fixed income and equity accounts using ETFs.
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
Location
1 South School Avenue, Suite 900, Sarasota, FL, 34237