Cypress Path Capital is a registered investment advisor based in Carmel, California. The firm provides ongoing portfolio management tailored to each client's individual goals, risk tolerance, and time horizon. Cypress Path Capital builds customized investment portfolios using a mix of exchange-listed and over-the-counter securities, mutual funds, exchange-traded funds, corporate debt, and options. In addition to portfolio management, Cypress Path Capital offers one-time and ongoing financial planning services covering retirement, cash flow, tax strategies, and risk management. The firm operates as a fee-based practice, meaning it is compensated through direct fees paid by clients rather than commissions on products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by client up to 1.00% and are fixed at an agreed-upon rate without tiered breakpoints. The firm may alternatively charge a flat rate up to $2,500 per year.