Cypress Wealth Services, LLC
Assets Under Management
$965.5M
Number of Clients
722
Number of Advisors
14
Average Client AUM
$1.3M
AUM per Advisor
$69.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cypress Wealth Services offers customized investment advisory solutions through continuous client contact, providing discretionary investment management, planning, and related advisory services. Portfolios are constructed using mutual funds, ETFs, individual stocks, and fixed income securities. They also offer financial planning services covering investment, retirement, estate, and education savings. Cypress may recommend independent managers.
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
Location
74150 Country Club Drive, Palm Desert, CA, 92260