Cypress Praxis offers investment management, financial consulting, coaching, and financial education to individuals and families. Cypress develops asset allocation recommendations based on each client's financial situation and risk preferences. Cypress focuses on educating and coaching clients, incorporating their concerns and preferences in the design and management of their portfolios. Cypress uses investment material and research from major US and international institutions.
Assets Under Management$94M
Clients43
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable under exceptional circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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