Advisor at Cypress Lane Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cypress Lane Advisors
Location
Galveston, TX
Credentials
CFA®, Series 63, Series 65
Industry experience
2 years
Alfredo Felicella is a CFA® charterholder and registered investment advisor with Cypress Lane Advisors in Galveston, TX, bringing two years of industry experience. Prior to founding his firm, he held roles at Imaging Brands, Inc. and other private ventures. Cypress Lane Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, estates, and small-business owners under a fiduciary standard. The firm’s investment approach emphasizes asset allocation with a top-down macroeconomic perspective, utilizing ETFs, no-load mutual funds, and selective individual securities, while integrating traditional investment management with small-business consulting.
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.50% annually
$150 per hour, negotiable in some cases
Galveston, TX
Texas
Cypress Lane Advisors, LLC
2023 - Present (3 years)
SELF-EMPLOYED
2021 - 2023 (2 years)
Imaging Brands, Inc.
2018 - 2021 (3 years)
SELF-EMPLOYED
2016 - 2018 (2 years)
Burroughs, Inc.
2016 - 2016 (1 year)
Aeromod International
2014 - 2016 (2 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Other specialized services
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Cetera
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