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:
Cypress
Wealth Management Fee Schedule |
Equity/Other
non-Cash & non-Fixed Income Asset |
Portion
of Investment Portfolio Annual Rate
|
First
$1,000,000 |
1.00% |
Next
$1,000,000 |
0.90% |
Next
$3,000,000 |
0.75% |
Next
$5,000,000 |
0.60% |
Over
$10,000,000 |
0.40% |
Fixed
Income |
Portion
of Investment Portfolio Annual Rate
|
First
$2,000,000 |
0.50% |
Next
$3,000,000 |
0.40% |
Over
$5,000,000 |
0.20% |
Cash
& money-market assets (in non-Separately
Managed Accounts) |
Portion
of Investment Portfolio Annual Rate
|
All |
0.00% |
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.
|
