Kelsey Markham

Desert Capital Management Group's fees for investment management are based on a percentage of your portfolio's value each year, billed quarterly.

For stocks, the annual fee is:

• 2.5% on the first $100,000
• 2.25% on $100,001 to $250,000
• 2.0% on $250,001 to $500,000
• 1.5% on $500,001 to $750,000
• 1.0% on $750,001 to $1,000,000
• 0.75% on $1,000,001 to $5,000,000
• 0.50% on $5,000,001 to $10,000,000

For bonds and mutual funds, the annual fee is:

• 1.50% on the first $750,000
• 1.00% on $750,001 to $1,000,000
• 0.75% on $1,000,001 to $5,000,000
• 0.5% on $5,000,001 to $10,000,000