Cumulare Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cumulare Asset Management provides financial planning, ERISA fiduciary services for employee benefit plans, and discretionary portfolio management for individuals, high‑net‑worth clients and business entities. The firm offers both advisory (percentage‑of‑assets and performance‑based) arrangements and hourly planning/consulting services, and it discloses its fee‑and‑billing practices in the brochure.
The firm builds customized portfolios using asset allocation combined with fundamental and technical analysis, and it monitors accounts on an ongoing basis under discretionary authority. It also offers a focused “Power One” total‑return strategy that emphasizes investment‑grade preferred securities to generate dividend income and seeks trading opportunities in the preferred‑security market, with position size limits and short‑to‑medium holding horizons.
Noteworthy distinctions include the firm’s disclosure of performance‑based fee arrangements with an illustrative calculation in the brochure and its reporting of a meaningful non‑U.S. client base, both of which are less common among peers. The brochure also discloses that the firm’s principals own private, non‑registered investment advisers and describes procedures intended to address potential conflicts arising from those affiliations.
Client services
Expertise
Fee options
$395 per hour, negotiable
15% of gains above the last annual high water mark for qualified clients under Power One Strategy
Main office
Hollywood FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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