Cypress Lane Advisors offers investment management and financial planning & consulting services to individuals, small businesses, trusts, and estates. As a legally required fiduciary, Cypress Lane Advisors acts in the client's best interest. Investment portfolios are managed on a discretionary basis according to a tailored plan. Financial planning covers retirement, budgeting, tax, education, real estate, charitable giving, and small business planning.
Assets Under Management$5.5M
Clients5
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$5.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on certain situations – for example, prior business relationship, family relation to existing client, certain types of holdings and account size, and other.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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