Valerie Coffey
Valerie Coffey is a registered investment advisor at Desert Rose Capital Management, INC., based in Spokane, WA, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. 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 $250K | 1.85% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.65% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Rates reflect primary investment advisor schedule. Sub-advisor schedule charges 0.85% under $5M, 0.75% for $5M-$10M, and 0.65% over $10M. Reserve accounts charge a flat 0.75%. Fees are negotiable.
Fee Estimator
Location
Spokane, WA
Get directionsHistory
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
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
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