Cypress Path Capital (CPC) provides ongoing portfolio management based on individual client goals and risk tolerance. CPC creates an Investment Policy Statement for each client. CPC also offers financial planning services on a one-time or ongoing basis, ranging from comprehensive planning to focused consultations. CPC may also provide additional advice which is investment advisory in nature (i.e., opinions relating to asset allocation, cash flow, risk management and various other financial planning issues).
Fee Structure
Cypress Path Capital's investment management fees are based on a percentage of the value of your portfolio, up to 1.00%. The exact fee is based on factors such as the amount you invest, your financial complexity, and how often you want to interact with Cypress Path Capital. At times, Cypress Path Capital may instead charge a flat dollar rate for its Investment Management Services that is not based upon the amount of client assets under management. These fees generally range up to $2500 per year.