Raymond Mayer is a CFA-designated registered investment advisor at Cypress Path Capital, LLC, based in Carmel, CA, with 10 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by client up to 1.00% and are fixed at an agreed-upon rate without tiered breakpoints. The firm may alternatively charge a flat rate up to $2,500 per year.
Fee Estimator
Location
200 Clocktower Place, Suite E-208, Carmel, CA, 93923
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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 →Employment History
Current Registrations
Cypress Path Capital, LLC
Previous Registrations
Cypress Path Capital, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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