Ira Baron is a registered investment advisor at Cumberland Advisors, based in St. Augustine, FL, with 31 years of industry experience. Ira 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
St. Augustine, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1989Employment History
Current Registrations
Cumberland Advisors
Previous Registrations
Cumberland Advisors
Eaton Vance Management
Eaton Vance Management
Eaton Vance Distributors, INC.Broker
Prudential Investment Management Services LLCBroker
Putnam Mutual Funds CORP.Broker
Fidelity Distributors CorporationBroker
Prudential Mutual Fund Distributors, INC.Broker
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
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