Cypress Capital Partners, founded in 2006, creates customized municipal bond portfolios for clients based on their individual objectives, goals, liquidity, income, and tax status. Cypress Capital aims to maximize after-tax returns while preserving capital and reducing portfolio risk. Cypress Capital also provides investment advice and trading support to another registered investment advisor.
Assets Under Management$460M
Clients21
AdvisorsN/A
Avg. per Client$22M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | Included |
| $2.0M - $15.0M | 0.32% |
| $15.0M - $50.0M | 0.27% |
| $50.0M - $100.0M | 0.24% |
| $100M+ | 0.24% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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