John Mousseau is a CFA-designated registered investment advisor at Cumberland Advisors, based in Sarasota, FL, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,236 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
One Sarasota Tower, 2 N Tamiami Tr, Sarasota, FL, 34236
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cumberland Advisors
Previous Registrations
Ryan Beck & CO.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.