Michael Guy Blackmon

CFA

Cumberland Advisors

19 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Cumberland Advisors

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

Location

1 South School Avenue, Suite 900, Sarasota, FL, 34237

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Cumberland Advisors

November 2016 - Present · 9 yrs 3 mos

Previous Registrations

Boston Private Wealth LLC

January 2015 - November 2016 · 1 yr 10 mos

Banyan Partners, LLC

June 2009 - November 2014 · 5 yrs 5 mos

Cypress Capital Group

October 2005 - October 2008 · 3 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.