Cumberland Valley Financial Services Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,285,091
Total clients
68
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
68
Average account size
$445,369
Client services
Fee options
Set-up fee for new accounts ranges between $300 and $600 depending on complexity.
$0 - $250,000: 1.0% $250,001 - $500,000: 0.9% $500,001 - $750,000: 0.8% $750,001 - $1,000,000: 0.7% $1,000,001 - $1,250,000: 0.6% $1,250,001+: By Agreement
Account minimum: No explicit minimum stated; however, a quarterly surcharge applies to accounts with balances less than $10,000 Fee-only: Fees are determined as a percentage of assets under management on a sliding scale as detailed above; no commissions charged.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Cumberland Valley Financial Services Inc.
Greencastle PA, United States
Number of offices
1
Forms ADV
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