How does Cypress Praxis, LLC help clients – Key Takeaways:
Cypress Praxis, LLC is a leading financial advisory firm that offers comprehensive services to help clients achieve their financial goals. With a team of expert advisors and a client-centric approach, Cypress Praxis, LLC is committed to providing personalized solutions to fit the unique needs of each client.
Facts and Insights:
Founded in 2005, Cypress Praxis, LLC has established itself as a trusted partner for individuals, families, and businesses seeking financial guidance. With a focus on building long-term relationships, the firm has a high client retention rate and a strong reputation in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered:
Cypress Praxis, LLC offers a wide range of financial services to help clients reach their goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management.
Client Types:
Cypress Praxis, LLC serves a diverse client base, including high-net-worth individuals, families, and businesses. The firm also works with clients at all stages of life, from young professionals just starting to build their wealth to retirees looking to preserve and transfer their assets.
Fees & Compensation:
Cypress Praxis, LLC is a fee-only firm, meaning they do not receive commissions or other compensation from third parties. This structure ensures that the firm’s interests are aligned with the clients’ and eliminates potential conflicts of interest. Fees are based on a percentage of assets under management and are competitively priced.
Background:
The team at Cypress Praxis, LLC has a wealth of experience and expertise in the financial industry. The firm’s advisors hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), and are committed to ongoing education to stay up-to-date with the latest industry developments.
Financial Advisor Disclosures to Know:
Cypress Praxis, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. The firm has a clean record and no disclosures of any regulatory actions or disciplinary events.