Cypress Capital Management US Ltd. (CCMUS) offers discretionary investment management to high-net-worth clients. CCMUS works with clients to determine objectives and risk tolerance. Portfolios are managed according to investment objectives and restrictions agreed upon with the client. CCMUS's investment views are driven by capital market outlook, industry research, company visits, fundamental financial analysis, and relative valuation.
Assets Under Management$110M
Clients49
AdvisorsN/A
Avg. per Client$2.2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable based on client-specific factors. All related family accounts are aggregated to give clients the benefit of lower fee rates on larger values.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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