Black Cypress Capital

Fee-Only (% of Portfolio)

Black Cypress Capital Management provides investment advisory services for individuals, institutions, businesses, family offices, trusts, and charitable organizations. Black Cypress specializes in concentrated, long-term, and value-oriented portfolios, primarily using a Long-Only Equity strategy. Other investment programs include exposure to international equity and fixed income markets through exchange-traded funds, depending on client needs. The firm's investment process is built on independent, in-depth research, focusing on businesses with attractive returns on invested capital, low debt, ample cash flow, and sustainable competitive advantages.

Assets Under Management$250M
Clients65
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$250M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Qualified clients may select an arrangement with a portfolio management fee combined with a performance-based fee. Certain accounts may be subject to a different account minimum and/or fee, both of which may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Black Cypress Capital | TrueAdvisor