Advisor at Cumberland Advisors
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Firm
Cumberland Advisors
Location
Sarasota, FL 34237
Credentials
CFP®, Series 63
Industry experience
7 years
Charles Metzler is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cumberland Advisors since 2020. Prior to joining Cumberland, he worked at RiverSource Distributors Inc. from 2017 to 2020 and has a background that includes roles at Columbia Country Club and the University of Missouri. Cumberland Advisors serves individual investors, including high-net-worth households, as well as institutional clients such as retirement plans, foundations, corporations, and government entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting, with a focus on active municipal and taxable bond management, ETF-based equity strategies, and a tactical trend approach that incorporates market-timing signals.
Based on Cumberland Advisors
Based on Cumberland Advisors
$0+: 1.00% annually (ETF Portfolios maximum) $0+: 0.75% annually (Balanced Portfolios maximum) $0+: 0.60% annually (Active/Passive Portfolios maximum) $0+: 0.525% annually (Fixed Income Portfolios maximum)
Account minimum: $1,000,000
1 South School Avenue, Suite 900
Sarasota, FL 34237
Florida
Cumberland Advisors, Inc.
2020 - Present (6 years)
RiverSource Distributors Inc
2017 - 2020 (3 years)
None
2017 - 2017 (1 year)
Columbia Country Club
2016 - 2016 (1 year)
University of Missouri
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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