Brandon Ratzlaff
Brandon Ratzlaff is a CFP-designated registered investment advisor at Cypress Point Wealth Management, LLC, based in Dallas, TX, with 21 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 176 clients with $1.1B 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. The investment management fee charged by Independent Managers is separate from, and in addition to, Cypress Point’s advisory fee. Fees for equity managers are generally higher than those for fixed income managers.
Fee Estimator
Location
3838 Oak Lawn Ave, Suite 1150, Dallas, TX, 75219
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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
Brandon is an instructor for Texas Tech University, Southern Methodist University, and Texas A&M University, and a researcher for Income Lab Academic Research Council. He also serves on the Texas Tech Personal Financial Planning Alumni Advisory Board and the investment committee for Partners for Sacred Places.
Employment History
Current Registrations
Cypress Point Wealth Management, LLC
Previous Registrations
Carter Advisory Services, INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Morgan Keegan & Company, INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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.