Blue Cypress Wealth Management offers investment advice tailored to clients' needs and objectives. Services include discretionary portfolio management and financial planning. Financial planning is included for clients with at least $250,000 managed by the firm. Blue Cypress may invest client assets according to model portfolios with varying risk tolerances. They offer advice on various investments including equities, bonds, mutual funds, and ETFs.
Assets Under Management$12M
Clients70
Advisors2
Avg. per Client$170K
Avg. per Advisor$5.8M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$100
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. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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