Ira Baron is a registered investment advisor at Cumberland Advisors, based in St. Augustine, FL, with 30 years of industry experience. Ira 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
St. Augustine, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1989Employment History
Current Registrations
Cumberland Advisors
Previous Registrations
Cumberland Advisors
Eaton Vance Management
Eaton Vance Management
Eaton Vance Distributors, INC.Broker
Prudential Investment Management Services LLCBroker
Putnam Mutual Funds CORP.Broker
Fidelity Distributors CorporationBroker
Prudential Mutual Fund Distributors, INC.Broker
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.