Cumberland Investment Counsel (CIC) offers investment management services to high-net-worth individuals, families, and foundations. CIC manages investments on a discretionary basis, tailoring strategies to client needs. CIC primarily invests in exchange-traded equity securities, corporate and government bonds, pooled funds, and exchange-traded funds (ETFs).
Assets Under Management$1.4B
Clients48
AdvisorsN/A
Avg. per Client$29M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.13% |
| $4.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Schedule shown is for Capital Appreciation Portfolios (CAP). Balanced/Income Portfolios (BIP) and Fixed Income (FI) portfolios have different fee schedules. Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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