Desert Financial Advisers

Fee-Only (% of Portfolio)

Mikhail Dorfman, operating as Desert Financial Advisers, provides personalized portfolio management and investment advisory services to individuals, high-net-worth individuals, and various institutional clients. The firm focuses primarily on discretionary asset management, meaning Mikhail Dorfman makes day-to-day trading decisions on behalf of clients based on their specific goals and risk tolerances. Investment strategies include long-term purchases, short-term trades, margin transactions, and option writing strategies like covered calls to help manage risk. Security analysis relies on charting, fundamental, technical, and cyclical methods. Mikhail Dorfman has extensive Wall Street experience, having previously worked with firms like Goldman Sachs and Merrill Lynch before establishing Desert Financial Advisers.

Assets Under Management$1.4M
Clients5
AdvisorsN/A
Avg. per Client$270K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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