Noah Housler is a CFP-designated registered investment advisor at Cypress Capital Wealth Management LLC, based in Ann Arbor, MI. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Maximum investment advisory fee is 1.00%, and fees are negotiable. Cash and cash equivalents are charged a maximum of 0.50%. The Spartan Long/Short strategy charges a 1.00% annual fee plus a 10% performance fee.
Fee Estimator
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 →Employment History
Current Registrations
Cypress Capital Wealth Management LLC
Previous Registrations
Valeo Financial Advisors, 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.
Exams
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