Kristin Herbst is a registered investment advisor at Cypress Capital Management, LLC, based in Sheridan, WY, with 12 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 196 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cypress Capital Management charges a fee based on a percentage of the assets they manage or a fixed fee. The fee schedule ranges from 0.4% to 1.0% of assets managed, and fees are negotiated with each client. For smaller accounts, a fixed annual fee may be charged. There is a minimum annual fee of $100 for all discretionary accounts. Financial planning is included as part of the investment management services for no additional fee.
Location
312 Whitney Lane Suite 1A, Sheridan, WY, 82801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cypress Capital Management, LLC
State Registrations3 states
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