Assets Under Management
$3.3B
Number of Clients
2,064
Number of Advisors
14
Average Client AUM
$1.6M
AUM per Advisor
$239.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cumberland Advisors offers investment management services to high-net-worth individuals, institutions, and retirement plans. They manage fixed income and ETF portfolios, tailoring services to client needs with personalized discussions and potential restrictions. Financial planning is available for a separate fee.
1 South School Avenue, Suite 900, Sarasota, FL, 34237