Cypress Asset Management INC
Assets Under Management
$413.6M
Number of Clients
104
Number of Advisors
3
Avg. Portfolio per Client
$4.0M
Avg. Managed per Advisor
$137.9M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Cypress Asset Management is an investment advisory firm offering various investment strategies, including growth and income, core growth, energy and natural resources, enhanced yield dividend, and fixed income. Cypress tailors portfolios to individual client needs and may accommodate investment restrictions. Cypress does not sell commissioned products and is not affiliated with entities that do.
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% |
These fees apply to equity investments. The annual fee for fixed income is 0.40% on the first $2 million and 0.25% on assets over $2 million. If equities under management exceed $2 million, the annual fee on all fixed income securities is 0.25%. All fees are negotiable.
Fee Estimator
Areas of Practice
Location
4550 Post Oak Place Drive, Suite 317, Houston, TX, 77027