Cumbie Advisory Services provides financial planning and investment management consulting to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Cumbie Advisory Services helps clients with cash flow, college funding, retirement, risk management, estate, tax, and investment planning. For investment management, Cumbie Advisory Services assists clients in selecting and monitoring independent money managers, but clients make the final decisions.
Assets Under ManagementN/A
Clients87
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.32% |
| $10M+ | 0.25% |
Fee schedule is for general accounts. Certain structured accounts have different fee schedules. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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