Theresa Strickland is a registered investment advisor at Cypress Capital Group, based in Sarasota, FL, with 20 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47 clients with $63M 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 $3.0M | 1.20% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Rates shown apply to portfolios holding stocks and bonds or all stocks. For portfolios holding 100% bonds, the rates are: first $20M at 0.35%, next $30M at 0.30%, and over $50M at 0.25%. There is an annual minimum fee of $8,500. Fees are negotiable.
Fee Estimator
Location
6151 Lake Osprey Drive, Sarasota, FL, 34240
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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 Capital Group
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.
Exams
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