Leyland Cypress, LLC

Fee-Only (% of Portfolio)

Leyland Cypress provides tailored investment monitoring and recommendation services, encompassing traditional and alternative asset classes. They make buy, sell, and hold recommendations based on their valuation methodology and a personalized understanding of each client's investment objectives. The firm gathers client information through an onboarding questionnaire to determine the appropriate asset allocation and investment strategy.

Assets Under Management$570K
Clients2
Advisors4
Avg. per Client$280K
Avg. per Advisor$140K

Fee Structure

Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Flat 2% for retail clients, 1% for institutional clients. $150,000 minimum investment.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm

Leyland Cypress, LLC | TrueAdvisor