Valerie Coffey
Valerie Coffey is a registered investment advisor at Desert Rose Capital Management, INC., based in Meridian, ID, with 7 years of industry experience. Valerie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 735 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
When acting as the sub-advisor for another registered investment advisor: 0.85% for accounts under $5,000,000, 0.75% for accounts valued between $5,000,001 to $10,000,000, and 0.65% for accounts exceeding $10,000,000. When acting as primary investment advisor for clients that have been brought to us under a solicitor’s agreement we charge an annual fee of 0.85% plus solicitor’s fees. When acting as primary investment advisor for premium reserve accounts, we charge a flat 0.75% annual fees.
Fee Estimator
Location
2929 W. Navigator Drive, Ste. 320, Meridian, ID, 83642
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Regulatory History (1)
Employment Separation After Allegations
September 2023Employment History
Current Registrations
Desert Rose Capital Management, INC.
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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