Cypress Capital offers investment management on both wrap and non-wrap fee bases. Wrap fees bundle investment advice, brokerage, and custody into a single fee. Non-wrap clients pay separately for each service. Cypress Capital also provides standalone financial planning and consulting services for a negotiable fee. The firm also offers retirement plan consulting services to qualified and non-qualified retirement plans.
Fee Structure
Cypress Capital offers investment management services for a fee. The annual investment advisory fee is negotiable, up to 2.00% of the assets managed. The fees can vary based on the representative assigned, the amount of assets invested, the complexity of the engagement, the number of meetings, and other factors. Cypress Capital also sponsors a wrap program with a negotiable annual fee up to 2.00%.