Cypress Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$152,800,615
Total clients
72
53% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
36
Average account size
$2,122,231
About
Cypress Asset Management serves individuals, qualified retirement plans, trusts, foundations, not‑for‑profits and corporations with discretionary investment management, financial planning and participant‑directed retirement plan consulting. The firm works with clients to develop a written investment policy statement and implements portfolios using mutual funds, ETFs and, when appropriate, portfolios of individual fixed‑income securities.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes long‑term, asset‑class diversification implemented predominantly through low‑turnover, passively managed funds and ETFs, using tools such as Monte Carlo simulation to inform asset allocation. Cypress regularly relies on third‑party providers for implementation and operations — including Focus Partners Advisor Solutions for sub‑advisory and back‑office services, Dimensional Fund Advisors for fund implementation, and Betterment’s “Compass” platform for its automated digital service — and may engage AQR as an independent manager to manage portfolios of individual securities.
Noteworthy features include a layered outsourcing model that combines traditional discretionary management, managed fixed‑income accounts, and a branded automated advisory platform, as well as the explicit use of an independent manager (AQR) for certain client mandates. The firm does not accept authority to vote client proxies (clients retain proxy voting responsibility) and maintains a formal succession arrangement with a third‑party partner to support continuity of service.
Client services
Expertise
Occupation focus
Fee options
Financial planning initial fee $1,250 upon agreement execution and $1,250 on delivery of plan; consulting and administrative fixed fees $2,500 - $5,000 quarterly
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001+: 0.35%
Account minimum: $400,000 Minimum fee: Minimum annual fee of $2,500 for investment management services; $5,000 for complete wealth management services Fee-only: Investment management fees based on asset tiers; fixed fees for consulting and administrative services ($2,500 - $5,000 quarterly); flat fee for initial financial planning ($1,250 initial, $1,250 on delivery of plan)
Main office location
Cypress Asset Management, Inc.
Peoria Heights IL, United States
Number of offices
2
Most active in
Florida · Illinois · Nebraska
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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