William Garwood is a registered investment advisor at Cypress Asset Management INC, based in Houston, TX, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 104 clients with $410M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. The annual fee for the management of fixed income is 0.40% on the first $2 million and 0.25% on all assets over $2 million. In addition, if equities under management exceed $2 million, the annual fee on all fixed income securities is .25%.
Fee Estimator
Location
4545 Post Oak Place Drive, Suite 205, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is a passive equity owner/limited partner in One Solution Industries LLC, an industrial construction company, and Last of the Breed Investments LLC, a limited partner holding company. He spends minimal time on each of these activities.
Employment History
Current Registrations
Cypress Asset Management INC
State Registrations1 state
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