He leads a team that collectively has more than half a century of experience in the financial services industry. FLC Capital Advisors BackgroundįLC Capital Advisors formed in 1996 and is currently owned by CEO Max Briggs. FLC's client base is composed mostly of high-net-worth individuals, but the advisory also provides services to non-high-net-worth investors, pensions, profit-sharing plans and business entities. This presents a potential conflict of interest, but advisors must act in the client's best interest as fiduciaries.Ĭlients of the firm's wrap fee program - a suite of services provided for a bundled fee - must have $500,000 in investable assets. Some of these advisors earn commissions in addition to advising fees. Its team features three certified financial planners (CFPs) and one certified investment management analyst (CIMA). The firm generally relies on long-term investing, but it may sell positions held less than a year in response to market conditions and to meet the client’s investment objectives.Īlso fee-based, FLC Capital Advisors provides financial consulting and investment advisory services to a wide array of clients including high-net-worth investors. Cypress employs its internal due diligence process when evaluating the securities. In certain cases, the firm may consider alternative investments if it believes they may help the client meet investment goals. Cypress Wealth Services Investment StrategyĬypress typically invests client assets across mutual funds, exchange-traded funds ( ETFs), individual stocks and fixed-income securities. It may also recommend unaffiliated third-party money managers. Lam.Ĭypress mainly provides portfolio management services, as well as financial planning, retirement planning and consulting services. Thatcher, Stephen (Ross) Biesinger, Clark Penney and Shattuck (Shad) F. Cypress Wealth Services Backgroundįounded in 2017, Cypress is owned by Christian B. Failure to do so could result in legal penalties and fines. That said, advisors have a fiduciary duty to work in the best interests of clients. You don’t need a minimum investment to establish a relationship with Cypress.Ĭypress is a fee-based firm, meaning advisors who are also licensed insurance agents collect commissions from third parties in addition to fees from clients. Most of their client base is made up of individuals without high net worth. Clients may also have acces to a retirement income certified professional (RICP) and a chartered financial analyst (CFA).Īdvisors primarily work with individuals and charitable organizations, according to SEC records. The Cypress team includes three certified financial planners (CFPs) and one chartered retirement planning counselor (CRPC). The qualifying firms were then ranked according to the following criteria:Ĭypress Wealth Services is at the top of our list of financial advisor firms in Palm Desert. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Palm Desert, we first identified all firms registered with the SEC in the city. Minimum AssetsVaries based on account type Answer a few questions to get a personalized match. Let us help match you with the right financial advisor for your needs. ![]() Selection of other advisors (including private fund managers).Selection of other advisers (including private fund managers).
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |