Cypress Asset Management (CAM) manages investment portfolios for individuals, retirement plans, trusts, and corporations. CAM works with clients to determine their investment objectives and risk profile, then designs a written investment policy. CAM typically creates portfolios of mutual funds and ETFs, and may use model portfolios. CAM also provides financial planning services, including income and estate tax planning, college financial planning, and retirement planning. CAM may utilize Betterment for Advisors digital wealth management platform.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Certain pre-existing investment management services clients may be on a different fee schedule. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. If you use the Compass digital portfolio service through Betterment, you'll also pay a wrap fee ranging from 0.12% to 0.20% on top of CAM's 0.75% fee.