Desert Financial Advisers, owned by Mikhail Dorfman, offers discretionary asset management services. The firm advises on equity securities, government securities, exchange-listed securities, and options contracts. They use charting, fundamental, and technical analysis. Investment strategies include long-term and short-term purchases, margin transactions, option writing, and trading.
Assets Under Management$1.4M
Clients5
AdvisorsN/A
Avg. per Client$270K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.