Cypress Wealth Management offers wealth management, financial planning, and retirement transition planning. As a fee-only firm, Cypress Wealth Management does not sell commissioned products. Compensation comes directly from clients in the form of a fee based on the complexity of the services provided. Cypress Wealth Management specializes in clients transitioning to or who are in their retirement years as well as the unique needs of entrepreneurs and executives.
Assets Under Management$65M
Clients50
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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