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How Does Desert Capital Advisors, LLC Help Clients – Key Takeaways:
Desert Capital Advisors, LLC is a well-respected financial advisory firm that offers a wide range of services to its clients. Their team of expert advisors is dedicated to helping individuals and businesses achieve their financial goals through a personalized approach. The following are some key takeaways about how the advisor assists its clients:
- Customized Financial Plans: Desert Capital Advisors, LLC takes the time to understand each client’s unique financial situation and creates a customized plan to help them reach their goals.
- Comprehensive Services: The firm offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, and more.
- Holistic Approach: Desert Capital Advisors, LLC takes a holistic approach to financial planning, considering all aspects of a client’s financial life, including their risk tolerance, time horizon, and future goals.
- Ongoing Support: The firm provides ongoing support and regular reviews of the client’s financial plan to ensure that it remains aligned with their changing needs and goals.
Facts and Insights
Desert Capital Advisors, LLC was founded in 2005 and is based in Phoenix, Arizona. As of December 2020, the firm has over $500 million in assets under management and a team of five experienced advisors. With over 15 years in business, the firm has built a strong reputation for providing top-notch financial advice and exceptional customer service to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 5 |
Financial Services Offered
Desert Capital Advisors, LLC offers a wide range of financial services to its clients, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance and Risk Management
- Business Succession Planning
Client Types
Desert Capital Advisors, LLC serves individuals, families, and small businesses with a focus on high-net-worth and ultra-high-net-worth clients. Their team has the expertise and resources to address the unique needs of these clients and help them achieve their financial goals.
Fees & Compensation
Desert Capital Advisors, LLC charges a fee-based on a percentage of assets under management. This fee structure ensures that the advisor’s interests are aligned with their clients’ and motivates them to focus on the client’s long-term success. The firm is transparent about its fees and compensation, and clients can expect a detailed breakdown of all costs before signing on for services.
Background
The founding partners of Desert Capital Advisors, LLC have decades of combined experience in the financial industry and are committed to providing their clients with the highest level of personalized service. Their team of advisors has a diverse set of skills and qualifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations.
Financial Advisor Disclosures to Know
Desert Capital Advisors, LLC has a clean regulatory record and no reported disciplinary actions. The firm believes in transparency and disclosure, and all necessary information can be found on the Securities and Exchange Commission’s website or through their Form ADV.