Desert Rose Capital Management, Inc.

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Total assets under management

$112,679,913

Total clients

384

2% high-net worth

Total advisors

of 19 employees

Firm size

Multi Team

Average clients per advisor

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

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Desert Rose Capital Management, Inc.

2929 W. Navigator Drive, Ste. 300

Meridian ID 83642, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X YouTube Website 208 297-2710

Advisors at this firm

Nathaniel S

Series 63, Series 66

Meridian, ID

Desert Rose Capital Management, Inc.

Rohit J

Series 65

Meridian, ID

Desert Rose Capital Management, Inc.

Spencer A

Series 65

Meridian, ID

Desert Rose Capital Management, Inc.

Valerie C

Series 63, Series 66

Spokane, WA

Desert Rose Capital Management, Inc.

Kirk S

Series 66

Meridian, ID

Desert Rose Capital Management, Inc.

Sherika R

Series 66

Meridian, ID

Desert Rose Capital Management, Inc.

Casey M

Series 65

Reno, NV

Desert Rose Capital Management, Inc.

Bo B

Series 63, Series 65, Series 66

Lehi, UT

Desert Rose Capital Management, Inc.

James R

Series 63, Series 65

Sylvania, OH

Desert Rose Capital Management, Inc.

Drew M

Series 65

Valley Springs, CA

Desert Rose Capital Management, Inc.

Steven L

Series 63, Series 65

Phoenix, AZ

Desert Rose Capital Management, Inc.

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