Cypress Wealth Advisors (CWA) provides ongoing investment management based on your goals, risk tolerance, and time horizon. CWA creates a financial plan to help select a suitable portfolio. CWA also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. CWA generally invests in mutual funds, stocks, bonds, ETFs, real estate, and annuities.
Assets Under Management$81M
Clients84
Advisors1
Avg. per Client$960K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $1.8M | 0.95% |
| $1.8M - $2.8M | 0.75% |
| $2.8M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Fees are negotiable depending on client needs and complexity. Minimum annual fee of $9,000. For clients with insufficient assets to generate this minimum fee, CWA may charge 1.5% on client assets to qualify for the full suite of services provided, change the range of services provided, or some other negotiated combination of fees and services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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