Cypress Wealth Services offers customized investment management, financial planning, and consulting services tailored to individuals, families, trusts, estates, and businesses. Cypress primarily builds long-term portfolios using mutual funds, exchange-traded funds, individual stocks, and fixed income securities, while also accommodating alternative investments when appropriate. Financial planning services cover areas such as retirement planning, estate planning, education savings, and personal savings, and are typically bundled with investment management or offered as separate engagements. Cypress operates as a registered investment advisor and is legally required to act in your best interest. The firm works primarily with high-net-worth clients and does not impose a strict minimum account size for establishing a relationship.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees will not exceed 1.50% annually and are negotiable at the sole discretion of the firm. Certain clients may have a fixed annual fee or fixed rate fee.