PAUL THIELS, AIF®, CEPA®, CPWA®
For more than 35 years, I have developed a network of close working relationships with a team of best-in-class financial services providers from around the country. As an Accredited Investment Fiduciary®, Certified Exit Planning Advisor® and Certified Private Wealth Advisor® designee, I collaborate with my team of trusted partners to deliver objective, solution-oriented advice for our clients.
We meet with clients virtually or in their environments – their homes, offices and businesses. This approach facilitates a real understanding of who our clients are and how we can best serve them. Our emphasis is on the quality of the relationships, not the quantity.
We believe this is how wealth management advice should be delivered – personal, private, and tailored to your needs and objectives.
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» SEE PAUL’S BACKGROUND ON FINRA’S BROKERCHECK
Licenses: FINRA Series 7, 24, 63, and 65
SERVICES
MENU OF SERVICES
Comprehensive Financial Plan with Annual Updates
Balance Sheet Review & Analysis
Retirement Needs Analysis
Income Distribution Strategies
Tax Planning
Insurance Planning
Estate Planning
Consolidated Online Account Access
Secure E-Document Organizer
Goals & Objectives Review
Custom Analysis of Risk Tolerance
Overall Net Worth Analysis
Cashflow & Budget Review
Asset Allocation Review
Portfolio Performance Reporting
Tax and Cost Basis Reporting
Intelligently Personalized Portfolio Construction
SPECIALIZED SERVICES
Exit Planning for Business Owners
(Fees vary depending on size and complexity of the business)
ADVISOR FEE PERCENTAGES*
Assets Under $500,000: 1.00%
Next $500,000: 0.80%
Next $4,000,000: 0.50%
Over $5,000,000: 0.30%
*Please note that this fee schedule does not include platform and/or custody fees which are
dependent upon the size of your portfolio and the specific investments you decide to implement.
ALTERNATIVE INVESTMENTS AND INSURANCE**
Annuities
Mutual Funds
REITS
Unit Investment Trusts
Life Insurance
**Please note that commissionable products do not have an annual advisory fee or hourly fee.
The compensation to our firm varies by product and is stipulated by the product sponsor.
Securities offered through J.W. Cole Financial (JWC) member FINRA / SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Cypress Wealth Management and JWC/JWCA are unaffiliated entities.
Registered securities representative in AL, AZ, CA, FL, GA, IL, LA, MS, NC, NY, TN and TX.
For a copy of JWC’s and JWCA’s Form CRS please visit https://www.jw-cole.com/disclosures. By following this link, you consent to the receipt of the Form CRS electronically.