William Garwood is a registered investment advisor at Cypress Asset Management INC, based in Houston, TX, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 104 clients with $410M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. The annual fee for the management of fixed income is 0.40% on the first $2 million and 0.25% on all assets over $2 million. In addition, if equities under management exceed $2 million, the annual fee on all fixed income securities is .25%.
Fee Estimator
Location
4550 Post Oak Place Drive, Suite 317, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
William is a manager at W2 Development Partners, a land development company, spending about 10-20% of his time there. He is also a passive equity owner/limited partner in One Solution Industries LLC (industrial construction) and Last of the Breed Investments LLC (limited partner holding company), dedicating minimal time to each.
Employment History
Current Registrations
Cypress Asset Management INC
State Registrations1 state
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