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About Us

Transitioned Portfolios, Inc.

Herbert C. Cumming, Jr., CFP®

President and Founder

(615) 516-4372

(615) 208-9656

Herbert C. Cumming, Jr., has 40+ years’ experience in the financial services industry. He is President and Founder of Transitioned Portfolios, Inc. Herb originally served as a securities trader for a major U.S. brokerage firm in...

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Transitioned Portfolios, Inc 

Our practice is dedicated to the design, construction and management of client retirement and personal investment portfolios. Utilizing LPL’s Model Wealth Portfolios platform we work under a fee-based model. Fee-based asset management allows us to share a common goal: to grow the value of client assets. A holistic approach to investing, fee-based asset management ties our compensation directly to the performance of client accounts. Instead of commissions, we earn an annual fee based on the market value of the account.* This allows us to concentrate on what matters most-choosing an investment portfolio that matches a client’s risk temperament with specific investment needs.

*Transitioned Portfolios, Inc. maximum Model Wealth Portfolios Advisor Fee is 1.25%

Phone: (615) 516-4372