Desert Capital Advisors offers investment management services, where they manage your investments based on your goals and risk tolerance. They may also hire other investment advisors to manage parts of your portfolio. DCA also offers financial planning, which includes evaluating your current and future financial situation, retirement planning, risk management, tax strategies, and estate planning. Investment consulting is also available on an ongoing basis.
Assets Under Management$68M
Clients12
Advisors1
Avg. per Client$5.6M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
The annual fee is negotiable. DCA may aggregate household or related accounts when calculating advisory fees. When using sub-advisors, the client will not pay additional fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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