Overview

Headquarters
Palm Beach, FL
Total Firm Assets
$57 million
Average High-Net-Worth Client Portfolio Size
$1.5 million

Fee Disclosure

Source: CYPRESS CAPITAL GROUP, INC. ADV BROCHURE (2025-05-06) · View brochure text

MinMaxDisclosed Annual Rate
$0 $3,000,000 1.20%
$3,000,001 $5,000,000 0.85%
$5,000,001 $10,000,000 0.65%
$10,000,001 and above 0.55%

Stated Minimum Annual Fee: $8,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,000 1.20%
$5 million $53,000 1.06%
$10 million $85,500 0.86%
$50 million $305,500 0.61%
$100 million $580,500 0.58%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
96.04%
Number of High-Net-Worth Clients
38
Total Client Accounts
52
Discretionary Accounts
50
Non-Discretionary Accounts
2

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
121923
  • CYPRESS CAPITAL GROUP, INC. ADV BROCHURE (2025-05-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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