James Kull is a CFA, CFP-designated registered investment advisor at Cypress Point Wealth Management, LLC, based in Dallas, TX, with 22 years of industry experience. James 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
James serves as a director for Purple Good Government PAC, York Valley M.U.D., and Purple Action, Inc. These roles involve board of director responsibilities and require minimal time commitment, with no compensation expected.
Employment History
Current Registrations
Cypress Point Wealth Management, LLC
Previous Registrations
Raymond James Financial Services
Carter Advisory Services, INC
State Registrations1 state
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