Cypress Point Financial Advisors offers investment management and comprehensive portfolio management services. They create tailored investment strategies based on clients' financial situations, goals, and risk tolerance. They manage portfolios consisting of stocks, bonds, exchange traded funds, mutual funds, and other securities, reviewing and rebalancing them at least quarterly. Cypress Point acts as a fiduciary, prioritizing clients' best interests.
Assets Under Management$44M
Clients50
Advisors1
Avg. per Client$870K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.60% |
Fees are negotiable. Clients may be billed on a flat AUM-based fee basis if agreed upon.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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