Howard Given is a registered investment advisor at Cypress Path Capital, LLC, based in Carmel, CA, with 22 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 63 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cypress Path Capital's investment management fees are based on a percentage of the value of your portfolio, up to 1.00%. The exact fee is based on factors such as the amount you invest, your financial complexity, and how often you want to interact with Cypress Path Capital. At times, Cypress Path Capital may instead charge a flat dollar rate for its Investment Management Services that is not based upon the amount of client assets under management. These fees generally range up to $2500 per year.
Location
200 Clocktower Place, Ste. E208, Carmel, CA, 93923
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cypress Path Capital, LLC
Previous Registrations
Cypress Path Capital, LLC
State Registrations1 state
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