Cypress Capital Management provides investment advisory services, including financial planning, to individuals, retirement accounts, foundations, corporations, trusts, and small businesses. Cypress primarily invests in equities, preferred stocks, ETFs, and closed-end funds. Alternative investments, SPACs, and warrants may also be recommended. All assets are managed on a discretionary basis. Cypress tailors its services to the needs of its clients by setting investment objectives, strategy, and restrictions.
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.