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)
Cypress Capital Group manages customized portfolios of individual securities, considering each client's lifestyle, risk tolerance, and investment horizon. They offer discretionary advisory services and work with clients to determine their investment objectives. Cypress Capital Group has engaged its affiliate, Cypress Bank & Trust, to directly manage client accounts, acting in a sub-advisory capacity.
| 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% |
251 Royal Palm Way, Suite 500, Palm Beach, FL, 33480