Cumulare Asset Management offers financial planning and portfolio management services. Financial planning covers areas like cash management, risk management, estate planning, tax issues, retirement, insurance, and education funding. Portfolio management is tailored to client needs and investment objectives. Cumulare also offers the Power One strategy, a total return strategy focused on preferred securities.
Assets Under Management$5.1M
Clients5
Advisors1
Avg. per Client$1M
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Cumulare Asset Management offers traditional asset allocation portfolio management, with fees negotiable based on the size of the account. The standard annual management fee is 2.00%. They also offer the Power One strategy with two fee options:
- A flat 2.50% of assets under management annually.
- For qualified clients, 1.50% of assets under management annually plus a performance fee of 15% of gains above the high-water mark.
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