Advisor at Cypress Point Wealth Management, LLC
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Firm
Cypress Point Wealth Management, LLC
Location
Austin, TX
Credentials
CFP®, CFA®, Series 66
Industry experience
22 years
James Kull is a CFP® and CFA® with 22 years of industry experience. He has been with Cypress Wealth Management, LLC since 2007 and currently serves as an advisor at Cypress Point Wealth Management, LLC in Dallas, TX. Outside of his advisory role, he holds board positions with multiple political action committees and nonprofit organizations, including Purple Good Government PAC and Innovation Council PAC, and practices as a solo attorney providing legal review. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and select family office clients, offering financial planning, discretionary investment management, and family office services. The firm focuses on long-term, low-turnover investment strategies with diversified portfolios and incorporates independent managers and private fund advisory services.
Based on Cypress Point Wealth Management, LLC
Based on Cypress Point Wealth Management, LLC
Based on Cypress Point Wealth Management, LLC
Family Office Services fees charged quarterly in advance; fees negotiable; no minimum.
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Fee-only: Financial planning fees vary by client and complexity; fees proposed after initial meeting; fees outlined in written agreement; charged quarterly in advance or half at onset and half at delivery.
Austin, TX
Texas
Cypress Wealth Management, LLC
2007 - Present (19 years)
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Lawyer
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
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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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