Advisor at Cypress Point Financial Advisors
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Firm
Cypress Point Financial Advisors
Location
Sacramento, CA
Credentials
Series 63, Series 66
Industry experience
31 years
David Herman is a financial advisor with Cypress Point Financial Advisors in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Cypress Point Financial Advisors since 2013. Cypress Point Financial Advisors provides asset management and comprehensive portfolio management services for individual investors and business entities, managing approximately $43.7 million in client assets across about 50 accounts. The firm employs fundamental analysis and a combination of long- and short-term trading strategies, offering individualized services that include portfolio diversification and periodic financial planning.
Based on Cypress Point Financial Advisors
$0 - $250,000: 1.35% $250,000.01 - $500,000: 1.25% $500,000.01 - $1,000,000: 1.05% $1,000,000.01 - $2,000,000: 0.95% $2,000,000.01 - $3,000,000: 0.85% Over $3,000,000.01+: 0.60%
Supervised persons may accept commissions for securities sales; conflicts disclosed.
Sacramento, CA
California
Purshe Kaplan Sterling Investments
2013 - Present (13 years)
Cypress Point Financial Advisors, Llc
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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