Cumulus Advisors is a registered investment advisor that refers individuals, families, trusts, retirement plan sponsors, and foundations to third-party investment advisors. Cumulus Advisors works with UBS Financial Services and may work with other advisors in the future. The third-party advisor will tailor their services to the client's individual needs.
Fee Structure
Cumulus Advisors does not directly manage your investments. Instead, they refer you to a third-party advisor who will manage your money. The fees for investment advice range from 0.25% to 1.00% of the assets managed, depending on the size of your relationship. These fees are paid by the third-party advisor to Cumulus Advisors; you will not be charged any additional fees as a result of the referral.