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 manages accounts separately and tailors portfolios to individual client needs and restrictions. Cypress does not sell commissioned products and works with clients' accountants and attorneys for estate planning and tax efficiency.
Assets Under Management$410M
Clients104
Advisors3
Avg. per Client$4M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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