James Housler
James Housler is a registered investment advisor at Cypress Capital Wealth Management LLC, based in Ann Arbor, MI, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 106 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cypress Capital charges an annual fee based on the amount of money you invest. The maximum fee is 1.00%, but it may be negotiable. Fees are billed quarterly based on the average daily balance of your account. If you invest in the Spartan Long/Short strategy, you will be charged management fees and performance-based fees as outlined in your client agreement. Some strategies may invest in cash, in which case the maximum fee is 0.50%.
Location
3040 Lohr Road, Ann Arbor, MI, 48108
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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 is a property manager for Great Escapes I, LLC since January 2023, and a personal investor in H3 Investment Company, LLC since October 2020. He dedicates minimal time to these activities, which are not investment-related.
Employment History
Current Registrations
Cypress Capital Wealth Management LLC
Previous Registrations
Palatine Hill Wealth Management
Advisory Services Network
Stratos Wealth Advisors LLC
Telemus Capital, LLC
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.