CYStein Management provides ongoing supervision of client investment portfolios and offers educational seminars on investing. They focus on long-term investing with low portfolio turnover, using low-cost, widely traded securities for diversification. CYStein develops investment guidelines based on the client's objectives, risk tolerance, and time horizon. The firm does not offer traditional financial planning services or manage US retirement accounts.
Assets Under Management$4.9M
Clients22
AdvisorsN/A
Avg. per Client$220K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.