Cypress Point Capital acts as a solicitor, referring potential clients to Morgan Stanley Smith Barney (MSSB) for investment advisory services. Cypress Point Capital receives a referral fee from MSSB based on a percentage of the advisory fee that clients pay to MSSB. Cypress Point Capital does not provide investment advice or manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...