Robert Walker is a CFP-designated registered investment advisor at Cypress Capital, LLC, based in Franklin, TN, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 696 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cypress Capital charges an annual fee for managing your investment portfolio, based on a percentage of the assets they manage, up to 1.4%. The specific fee can be negotiated and may vary depending on factors like the amount you invest and the services provided. Fees are typically paid quarterly in advance. The minimum portfolio value is generally $500,000, but this may be negotiable in some cases.
Location
436 Main Street, Suite 205, Franklin, TN, 37064
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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 ActivitiesSells Insurance
Robert is an indoor cycling instructor at YMCA of Middle Tennessee, spending minimal time. He is also an agent for Raymond James Insurance Group, selling life insurance solutions, dedicating a few hours per week. Additionally, Robert works as a retail sales associate at REI - Co-op, spending about 10-20% of his time.
Employment History
Current Registrations
Cypress Capital, LLC
Previous Registrations
Trustcore Financial Services, INC.
Trustcore Investments, INC.Broker
Avondale Partners, LLC
Avondale Partners, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Stanley Dw INC.Broker
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.