GI
CFP
GI
CFP

Graham Irving

9 Years of Experience
Henderson, NV

Graham Irving is a CFP-designated registered investment advisor at Desert Capital Advisors, LLC, based in Henderson, NV, with 9 years of industry experience. Graham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 12 clients with $68M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$5.6M average
Assets Under Management
$67.8M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5M+0.65%

The annual fee is negotiable. DCA may aggregate household or related accounts when calculating advisory fees. When using sub-advisors, the client will not pay additional fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2470 St. Rose Parkway, Suite 211, Henderson, NV, 89074

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Graham is an Administrative Manager for Salafek LLC, a family office, dedicating about a quarter of his time to scheduling and administrative services. He is also a Managing Member of Desert Property Holding, LLC, involved in buying and selling real estate, spending minimal time on this activity.

Employment History
Current Registrations
Desert Capital Advisors, LLC
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
January 2019 - December 2020 · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
January 2019 - December 2020 · 1 yr 11 mos
UBS Financial Services INC.
January 2016 - November 2018 · 2 yrs 10 mos
UBS Financial Services INC.Broker
December 2015 - November 2018 · 2 yrs 11 mos
State Registrations1 state
NV
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.