Cypress Point Wealth Management provides a range of services including family office services for high-net-worth families, financial planning, investment management using mutual funds and exchange-traded funds, and advice on private fund investments. They focus on long-term, diversified portfolios and aim to simplify clients' financial lives. They may recommend independent managers and custodians like Fidelity and Schwab.
Assets Under Management$1.1B
Clients176
Advisors4
Avg. per Client$6.1M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. The investment management fee charged by Independent Managers is separate from, and in addition to, Cypress Point’s advisory fee. Fees for equity managers are generally higher than those for fixed income managers.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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