A complete list of active advisors currently associated with Blue Cypress Wealth Management, LLC
Warmer can help you find a great advisor at Blue Cypress Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Blue Cypress Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 8
| |
Baton Rouge, LA
| 8
|
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