Cypress Wealth Services offers customized investment solutions through personal contact and discretionary investment management. Cypress primarily uses mutual funds, exchange-traded funds (ETFs), individual stocks, and fixed income securities. Cypress also provides financial planning services, which may include investment, retirement, estate, and education planning. Cypress may recommend unaffiliated money managers. Cypress also provides retirement plan consulting services to employer plan sponsors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may have a fixed annual fee or fixed rate fee or a fee schedule that differs from above. The Client’s fees will take into consideration the aggregate assets under management with Advisor.