Drew Mccurdy
Drew Mccurdy is a registered investment advisor at Desert Rose Capital Management, INC., based in Valley Springs, CA, with 3 years of industry experience. Drew 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
42 S. Highway 26, Suite E, Valley Springs, CA, 95252
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Drew works as an Operations Manager in the transportation industry for ITS Conglobal, dedicating nearly full-time hours to this role. He also works as a Regional Advisor for Aspen Creek Financial, spending about 10-20% of his time conducting financial consultations and developing retirement plans.
Employment History
Current Registrations
Desert Rose Capital Management, INC.
State Registrations1 state
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