DB
DB

David William Berson

2 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
2,064 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$250K
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Location

Kiawah Island, SC

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History

Regulatory History (1)
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Civil
March 2020
Pending
Employment History
Current Registrations
Cumberland Advisors
February 2023 - Present · 3 yrs
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.