Advisor at Cumberland Advisors
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Firm
Cumberland Advisors
Location
Sarasota, FL 34237
Credentials
Series 63, Series 65
Industry experience
16 years
Matthew Mcaleer is a financial advisor at Cumberland Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Cumberland Advisors since 2014. Cumberland Advisors serves individual investors, including high-net-worth households, and institutional clients by providing portfolio management, financial planning, and investment consulting services. The firm manages separately managed accounts with a focus on active municipal and taxable bond management, ETF-based equity strategies, and a tactical trend strategy 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
Cumberland Advisors
2014 - Present (12 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Sarasota, FL
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