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Cumberland Advisors

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Total assets under management

$3,348,228,828

More info

Total clients

1,909

36% high-net worth

Total advisors

18

of 44 employees

Firm size

Multi Team

Average clients per advisor

106

Average account size

$1,753,918

Client services

Portfolio management Pension consulting Market timing
Consulting services for governmental clients

Fee options

Fixed

Fixed or negotiated fees for financial planning services

Percentage

$0+: Up to 1.00% annually for Exchange-Traded Fund (ETF) portfolios (maximum) $0+: Up to 0.75% annually for Balanced portfolios (maximum) $0+: Up to 0.60% annually for Active/Passive portfolios (maximum) $0+: Up to 0.525% annually for Fixed Income and Master Limited Partnership portfolios (maximum)

Project-based

Up to $500 per hour for financial planning services

Other

Account minimum: $250,000 (general minimum for fixed income and equity/balanced styles); generally $1,000,000 household investable assets minimum but can be waived or set higher

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Cumberland Advisors

1 South School Avenue, Suite 900

Sarasota FL 34237, United States

Number of offices

1

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 800-257-7013

Advisors at this firm

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Charles M

CFP®, Series 63

Sarasota, FL

Cumberland Advisors
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David B

Series 65

Kiawah Island, SC

Cumberland Advisors
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Austin H

Series 65

Sarasota, FL

Cumberland Advisors
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John M

CFA®, Series 63, Series 65

Sarasota, FL

Cumberland Advisors
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Steven F

Series 63, Series 65, Series 66

Sarasota, FL

Cumberland Advisors
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Mark M

Series 65

Sarasota, FL

Cumberland Advisors
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Matthew M

Series 63, Series 65

Sarasota, FL

Cumberland Advisors
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Rengan K

CFP®

Sarasota, FL

Cumberland Advisors
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Kevin K

Series 63, Series 65

Agoura Hills, CA

Cumberland Advisors
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Donna J

Series 65

Sarasota, FL

Cumberland Advisors
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Michael B

CFA®, Series 65

Sarasota, FL

Cumberland Advisors
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Ira B

Series 63, Series 65

St. Augustine, FL

Cumberland Advisors
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Patricia H

CFA®, Series 63, Series 65

Sarasota, FL

Cumberland Advisors
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Benjamin P

Series 63, Series 65

Sarasota, FL

Cumberland Advisors
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Martina S

Series 65

Sarasota, FL

Cumberland Advisors
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