Steven Parker is a CFA-designated registered investment advisor at Cypress Wealth Advisors, LLC, based in Shavano Park, TX, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 84 clients with $81M 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 | 1.20% |
| $1.0M - $1.8M | 0.95% |
| $1.8M - $2.8M | 0.75% |
| $2.8M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Fees are negotiable depending on client needs and complexity. Minimum annual fee of $9,000. For clients with insufficient assets to generate this minimum fee, CWA may charge 1.5% on client assets to qualify for the full suite of services provided, change the range of services provided, or some other negotiated combination of fees and services.
Fee Estimator
Location
4358 Lockhill Selma Rd, Ste 310, Shavano Park, TX, 78249
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven owns 100% of Parker Capital Holdings LLC, which in turn owns the office condo located at 4358 Lockhill Selma Rd, Ste 310, Shavano Park TX 78249.
Employment History
Current Registrations
Cypress Wealth Advisors, LLC
State Registrations2 states
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