Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are paid quarterly, based on the average daily market value of assets under management, and will not exceed 1.50% annually. Fees depend on relationship size and service complexity. Financial planning is included in investment advisory fees, unless engaged separately. Stand-alone financial planning is offered at up to $350 per hour or a fixed engagement fee, ranging from $500 to $10,000. Retirement plan consulting fees are based on a percentage of plan assets and will not exceed 1.50%.
Areas of Practice
Advisor Information
Office location
74150 Country Club Drive, Palm Desert, CA, 92260
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is a partner at Cypress Wealth Services, LLC, focusing on financial planning and asset management, dedicating nearly full-time hours to this role. He also has several other business activities, including insurance sales, a personal holding company, a real estate holding company, assisting with bookkeeping for a social media influencer, and serving as a board member for a charitable organization.