Donna Jackson is a registered investment advisor at Cumberland Advisors, based in Sarasota, FL, with 11 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 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
Cumberland Advisors' investment management fees are negotiated with each client, taking into account the complexity and type of securities portfolios. The fees below represent the maximum fee that may be charged:
- Exchange-Traded Fund (ETF) Portfolios – 1.00% per year
- Balanced Portfolios – 0.75% per year
- Active/Passive Portfolios – 0.60% per year
- Fixed Income Portfolios – 0.525% per year
Location
1 South School Avenue, Suite 900, Sarasota, FL, 34237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cumberland Advisors
State Registrations1 state
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