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
Cypress Wealth Services offers customized investment advisory solutions through continuous client contact and interaction. Services include discretionary investment management, planning, and consulting. Portfolios are constructed using mutual funds, ETFs, individual stocks, and fixed income securities. Financial planning services are offered as part of the investment advisory engagement or as a separate engagement.
74150 Country Club Drive, Palm Desert, CA, 92260