Cypress Capital Group
Assets Under Management
$57.5M
Number of Clients
54
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$28.7M
Compensation
Fee-Only (AUM)
About This Firm
Cypress Capital Group has been managing investment advisory accounts since 1988, focusing on individual security management using equity and fixed income securities. They develop customized portfolios based on client's risk tolerance, investment horizon, and income requirements. Cypress Capital Group also engages Cypress Bank & Trust as a sub-advisor.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.20% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may be negotiable.
Fee Estimator
Fees for investment management are charged monthly based on the market value of assets under management. For customized portfolios of equities and fixed income, the fee is 1.20% on the first $3,000,000, decreasing for higher amounts. For 100% fixed income portfolios, the fee is 0.35% on the first $20,000,000, also decreasing for higher amounts. There is a minimum annual fee of $8,500 for both types of accounts. Trading costs are additional and passed through directly from the broker-dealer. A pro-rated fee will be taken upon account opening and termination. Fees may be negotiable.
Areas of Practice
Location
251 Royal Palm Way, Suite 500, Palm Beach, FL, 33480