Blue Cypress Wealth Management, LLC
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About
Blue Cypress Wealth Management is a small, privately owned registered investment adviser that provides discretionary and non-discretionary portfolio management and financial planning to individual and high‑net‑worth clients. Financial planning is offered on a standalone or hourly basis and is included for clients who engage the firm’s portfolio management services with at least $250,000 in assets under management.
The firm tailors advice to each client’s objectives and generally manages accounts under discretionary authority, including use of firm‑developed model portfolios in which clients may not restrict specific holdings. Investment analysis blends fundamental and modern portfolio theory with technical/charting and cyclical methods, and the firm states that tax efficiency is not a primary consideration of its portfolio construction.
Several operational practices distinguish the firm from many peers: clients are routinely required to direct brokerage to Shareholders Service Group, the firm’s advisers may also be licensed insurance agents who earn commission income separate from advisory fees, and the firm does not vote client proxies. Blue Cypress also combines related household accounts for fee breakpoint purposes and offsets financial planning fees when clients implement discretionary management, which can affect fee treatment and conflicts of interest.
Client services
Fee options
Fixed financial planning fees generally ranging from $1,000 to $5,000, negotiable
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Insurance agents affiliated with the firm earn commissions on insurance product sales, separate from advisory fees
$250 per hour for financial planning or consulting services, negotiable
Account minimum: $250,000 Minimum fee: $100 per year minimum annual fee to open and maintain an advisory account, may be waived at discretion Fee-only: Advisory fees based on assets under management; financial planning fees are fixed or hourly, no commissions on advisory fees
Main office
Baton Rouge LA
Advisors at this office
2
Most active in
Louisiana · Texas
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.
Forms ADV
Advisors at this firm
Richard C
Series 63, Series 65
Baton Rouge, LA
Blue Cypress Wealth Management, LLC
Richard Chautin is a financial advisor at Blue Cypress Wealth Management, LLC in Baton Rouge, LA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blue Cypress Wealth Management since 2019, along with prior experience at Cetera and Foresters Financial Services. Outside of advising, Mr. Chautin manages social media and e-commerce for a family-owned restaurant business. Blue Cypress Wealth Management is a small registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning services. The firm uses a combination of fundamental analysis, modern portfolio theory, technical charting, and cyclical methods in its investment approach and offers tailored advice based on clients’ objectives.
Dexter G
Series 65
Baton Rouge, LA
Blue Cypress Wealth Management, LLC
Dexter Gary is a financial advisor at Blue Cypress Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Cetera and Foresters Financial Services. Outside of advising, he is also an independent insurance agent. Blue Cypress Wealth Management is a privately owned registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm uses a combination of fundamental, modern portfolio theory, and technical analysis in its investment approach and offers financial planning on a standalone or bundled basis.
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