Patricia Healy is a CFA-designated registered investment advisor at Cumberland Advisors, based in Sarasota, FL, with 10 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,236 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fees vary by investment style: Exchange-Traded Fund portfolios charge up to 1.00%, Balanced portfolios up to 0.75%, Active/Passive portfolios up to 0.60%, and Fixed Income portfolios up to 0.525%. Fees are typically negotiable.
Fee Estimator
Location
1 South School Avenue, Suite 900, Sarasota, FL, 34237
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cumberland Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael Blackmon, CFACumberland Advisors
- Rengan Krishnakumar, CFPCumberland Advisors
- John Mousseau, CFACumberland Advisors
- Dean Mackey, CFPEdward Jones
- Daniel Vigne, CFPJ.P. Morgan Securities LLC
- Amy Magnotta, CFASeeds