Desert Wealth Management provides personalized investment management services to individuals and high-net-worth clients. Founded in 2018 and based in Palm Desert, California, the firm takes an academic approach to investing, utilizing macroeconomic analysis and fundamental research to build customized portfolios. Desert Wealth Management has the authority to manage client portfolios without asking first on every single trade, always aligning strategies with each client's individual financial goals, time horizon, and risk tolerance. The firm focuses strictly on portfolio and investment management, requiring clients to maintain a minimum investment of $500,000, though this minimum may sometimes be lowered or waived. Other professionals such as accountants and attorneys are engaged directly by clients on an as-needed basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are billed monthly in advance and do not exceed 1.20% annually. The rate may be negotiable based on factors such as account size, historical relationship, and asset types.