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Sherika Ralliford

Desert Rose Capital Management, INC.
6 Years of Experience
Meridian, ID
1 DisclosureSells Insurance
View SEC Summary
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Sherika Ralliford is a registered investment advisor at Desert Rose Capital Management, INC., based in Meridian, ID, with 6 years of industry experience. Sherika 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.

Desert Rose Capital Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
Number of Clients
735 clients
Average Client Portfolio
$261K average
Assets Under Management
$192.1M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.85%
$250K - $500K1.75%
$500K - $1.0M1.65%
$1.0M - $3.0M1.35%
$3.0M - $5.0M1.25%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2929 W. Navigator Drive, Ste. 320, Meridian, ID, 83642

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2023
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sherika is involved in insurance brokering with outside carriers, dedicating a few hours per week to this activity. She also owns several dormant companies that are not active.

Employment History
Current Registrations
Desert Rose Capital Management, INC.
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Nylife Securities LLCBroker
July 2022 - November 2023 · 1 yr 4 mos
Ameriprise Financial Services, LLC
February 2022 - April 2022 · 2 mos
Ameriprise Financial Services, LLCBroker
February 2022 - April 2022 · 2 mos
Newbridge Financial Services Group, INC.
January 2021 - January 2022 · 1 yr
Newbridge Securities CorporationBroker
December 2020 - January 2022 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2019 - February 2020 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2018 - February 2020 · 1 yr 2 mos
Pruco Securities, LLC.Broker
September 2017 - February 2018 · 5 mos
State Registrations1 state
ID
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.
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Sherika Ralliford - Financial Advisor | TrueAdvisor