Desert Financial Planning offers investment advisory and financial planning services. They manage portfolios with a tactical allocation strategy, primarily using mutual funds and ETFs. They also offer pension consulting services to qualified plans and fiduciary advice to plan participants. Financial planning services include portfolio customization and tailored investment advice.
Assets Under Management$6.1M
Clients29
Advisors1
Avg. per Client$210K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated. For accounts less than $40,000, Desert Financial Planning will charge a flat monthly financial planning and asset management fee of $50 per month.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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