Theresa Strickland is a registered investment advisor at Cypress Capital Group, based in Sarasota, FL, with 20 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 54 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Separate fee schedule for accounts holding 100% fixed income securities: 0.35% on the first $20,000,000, 0.30% on the next $30,000,000, 0.25% over $50,000,000. There is a $8,500 minimum annual fee.
Fee Estimator
Location
6151 Lake Osprey Drive, Sarasota, FL, 34240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cypress Capital Group
State Registrations1 state
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