You invest in Cypress Partners’ services solely on an annual flat retainer fee basis. We never receive commissions, either from you or from third parties whose products or services we might recommend.
Our fee starts at $10,000 for relationships with $1,000,000 and increases by $1,000 for every additional $200,000 of assets. Fees vary per relationship and are reduced for accounts under $1,000,000.
We have chosen to adopt a flat retainer for the following reasons:
Eliminates potential conflicts of interest and unbiased advice
Enables a holistic view of your wealth management needs instead of just investment management
Clients pay only for what we can control – their asset allocation and the advice they receive
- No incentive to increase client’s level of risk to increase fee revenue