Cypress Capital offers financial planning and investment management services. They work with clients to develop a financial outline and investment plan based on their goals and risk tolerance. Cypress Capital manages investment portfolios on a discretionary basis, and may recommend separate account managers. They also offer sub-advisory services and model portfolios on third-party platforms. Additionally, they provide retirement plan consulting services.
Fee Structure
Cypress Capital charges an annual fee for managing your investment portfolio, based on a percentage of the assets they manage, up to 1.4%. The specific fee can be negotiated and may vary depending on factors like the amount you invest and the services provided. Fees are typically paid quarterly in advance. The minimum portfolio value is generally $500,000, but this may be negotiable in some cases.