Cumberland Advisors is a registered investment advisory firm that manages investment portfolios for high net worth individuals, institutions, and retirement plans. Cumberland tailors its services to each client's needs through personalized discussions. The firm offers both wrap-fee programs and traditional management programs. Financial planning and consulting services are included at no additional fee for clients with customized portfolios.
Assets Under Management$3.2B
Clients1,236
Advisors17
Avg. per Client$2.6M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
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
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