Desert Wealth Management provides investment management services to individuals and high net worth individuals. They determine investment goals, time horizons, objectives, and risk tolerance to create investment strategies, select investments, allocate assets, and monitor portfolios. Desert Wealth has the authority to execute investment program transactions.
Assets Under Management$50M
Clients29
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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