Cypress Financial Planning offers investment advisory services including financial planning and investment management. As a fee-only firm, Cypress is compensated solely by client fees, not commissions. Cypress provides financial planning covering cash management, risk management, insurance, education funding, retirement, estate, charitable giving, and tax planning. Wealth management includes ongoing financial planning and customized investment management solutions, managing accounts on a discretionary or non-discretionary basis.
Assets Under Management$390M
Clients424
Advisors7
Avg. per Client$930K
Avg. per Advisor$56M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.92% |
| $3.0M - $4.0M | 0.79% |
| $4.0M - $5.0M | 0.66% |
| $5.0M - $7.5M | 0.54% |
| $7.5M+ | 0.39% |
Fees, account minimums and payment terms are negotiable depending on client's unique situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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