Blue Cypress Wealth Management, LLC is a registered investment advisor based in Baton Rouge, Louisiana, offering discretionary and non-discretionary portfolio management as well as financial planning services. The firm designs custom investment strategies using a variety of securities including stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts. Financial planning services cover broad-based, consultative, or single-subject planning, and are provided at no additional cost for portfolio management clients with at least $250,000 in assets under management. Blue Cypress Wealth Management tailors its services to individual client needs, risk tolerances, and time horizons.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Family member accounts living in the same household may be combined to reach lower fee breakpoints.