Benjamin
Pease
Cumberland Advisors
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About this Advisor
Benjamin Pease is a financial advisor based in Sarasota, Florida, working with Cumberland Advisors. Benjamin has previously held positions at Breckenridge Capital Advisors and Cumberland Advisors. Benjamin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Benjamin is part of Cumberland Advisors, which operates out of Sarasota, Florida. The firm has 44 employees and manages assets totaling $3.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, market timing services, and other services. The fee structure at Cumberland Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cumberland Advisors Brokerage Details
$3,420,180,829
44
2,608
$1,311,419
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Market timing services
- Other
Benjamin Pease Work History
Cumberland Advisors
Breckenridge Capital Advisors
Disclosures
Please visit the SEC profile of Benjamin Pease to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cumberland Advisors
Sarasota, FL
Sarasota, FL
Richmond, VA
Sarasota, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
Kiawah Island, SC
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