Investment Management
Investing your money is one of the smartest ways to make your money work for you. Whether you want to save for retirement, save for a large purchase such as a home or car, or simply save for a hedge against unexpected life events, we are committed to helping you work toward your goals.
At Desert Wealth Management, we are committed to helping you gain more comfort and ease knowing that your hard-earned money is being managed and taken care of. We want you, the client, to know that we are dedicated to utilizing our resources to help you worry less about tomorrow and focus more on today.
Our investment philosophy is to help you gain satisfactory performance, net of expenses, over meaningful periods of time by providing personalized service and management.
If you want to set aside money to save, but you also aim for it to grow, click here to contact us. We will get in touch with you to learn more about your situation. By assessing your risk portfolio and your specific goals, we will create a portfolio that will help you pursue your goals.
Investment Management Fees
Accounts under $7,000
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We will start a brokerage account, which has varying investment costs.
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The client will also pay the 1-year financial planning fee program cost in addition to the brokerage investment account costs.
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(see fee menu to view financial planning costs)
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Accounts between $7,000 and $34,999
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Annual 1.15% advisory fee
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The client will also pay the 1-year financial planning fee program cost in addition to the advisory fee
Accounts between $35,000 and $99,999
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Annual 1.25% advisory fee
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Financial planning subscription fee is waived
Accounts between $100,000 and $499,999
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Annual 1.15% advisory fee
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Financial planning subscription fee is waived
Accounts between $500,000 and $999,999
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Annual 1.10% advisory fee
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Financial planning subscription fee is waived
Accounts $1,000,000 and above
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1.00% advisory fee
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Financial planning subscription fee is waived