Michael Mahoney
Michael Mahoney is a CFP-designated registered investment advisor at Cypress Asset Management, INC., based in Peoria Heights, IL, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 72 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Certain pre-existing investment management services clients may be on a different fee schedule. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. If you use the Compass digital portfolio service through Betterment, you'll also pay a wrap fee ranging from 0.12% to 0.20% on top of CAM's 0.75% fee.
Fee Estimator
Location
Peoria Heights, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cypress Asset Management, INC.
Previous Registrations
Cypress Asset Management, LLC
State Registrations2 states
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