Cypress Capital Group has been providing investment advice since 1988. The firm focuses on managing individual securities using equity and fixed income. Portfolios are customized based on a client's lifestyle, risk tolerance, and investment goals. Cypress Capital Group also uses Cypress Bank & Trust as a sub-advisor to manage client accounts.
Assets Under Management$57M
Clients54
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$8,500
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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