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Desert Rose Capital Management, Inc.

Updated today

Total assets under management

$112,679,913

Total clients

384

2% high-net worth

Total advisors

11

of 19 employees

Firm size

Multi Team

Average clients per advisor

35

Average account size

$293,437

Client services

Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Premium reserve accounts charged a flat 0.75% annual fee.

Percentage

$0 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 1.25% annually $5,000,001+: 1.00% annually

Commissions

Insurance product commissions are separate and in addition to advisory fees.

Other

Account minimum: $50,000 for separately managed accounts (subject to discretionary waiver)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Desert Rose Capital Management, Inc.

2929 W. Navigator Drive, Ste. 300

Meridian ID 83642, United States

Number of offices

7

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