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Through a data gathering process we will determine the scope of the engagement and the analysis necessary to meet our clients' needs. Fees for comprehensive financial planning services will be determined based on the complexity of the client’s specific situation. Initial fees usually range from $2,000 to $10,000, although higher fees may apply for more complex situations. A deposit of half of the planning fee is required at the outset of the relationship, and an annual renewable retainer of $1,000 to $4,000 is typical.
Fees for investment management are debited from clients’ accounts according to the following fee schedule:
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Cypress Wealth Management Fee Schedule
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Portion of Investment Portfolio Annual Rate
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First $1,000,000
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0.90%
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Next $1,000,000
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0.80%
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Next $3,000,000
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0.70%
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Next $5,000,000
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0.60%
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Over $10,000,000
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0.50%
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A minimum fee of 1.25% is charged for new relationship with under $800,000 in total assets.
To ensure we remain able to provide the highest quality of service to our clients, we have a minimum annual engagement of $10,000.
Fees for family office services typically start at $20,000.
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