Desert Capital Management Group offers investment management services tailored to clients' financial goals, risk tolerance, and time horizons. As a fiduciary, Desert Capital Management Group acts in the client's best interest. Representatives are authorized to buy, sell, and trade securities with prior client approval. The firm manages portfolios of stocks, bonds, ETFs, options, mutual funds, and other securities.
Assets Under Management$5.4M
Clients127
Advisors2
Avg. per Client$42K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Desert Capital Management Group's fees for investment management are based on a percentage of your portfolio's value each year, billed quarterly.
For stocks, the annual fee is:
- 2.5% on the first $100,000
- 2.25% on $100,001 to $250,000
- 2.0% on $250,001 to $500,000
- 1.5% on $500,001 to $750,000
- 1.0% on $750,001 to $1,000,000
- 0.75% on $1,000,001 to $5,000,000
- 0.50% on $5,000,001 to $10,000,000
For bonds and mutual funds, the annual fee is:
- 1.50% on the first $750,000
- 1.00% on $750,001 to $1,000,000
- 0.75% on $1,000,001 to $5,000,000
- 0.5% on $5,000,001 to $10,000,000
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