Sherika Ralliford
Sherika Ralliford is a registered investment advisor at Desert Rose Capital Management, INC., based in Meridian, ID, with 5 years of industry experience. Sherika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 735 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
When acting as the sub-advisor for another registered investment advisor: 0.85% for accounts under $5,000,000, 0.75% for accounts valued between $5,000,001 to $10,000,000, and 0.65% for accounts exceeding $10,000,000. When acting as primary investment advisor for clients that have been brought to us under a solicitor’s agreement we charge an annual fee of 0.85% plus solicitor’s fees. When acting as primary investment advisor for premium reserve accounts, we charge a flat 0.75% annual fees.
Fee Estimator
Location
2929 W. Navigator Drive, Ste. 320, Meridian, ID, 83642
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2023Other Business ActivitiesSells Insurance
Sherika is involved in insurance brokering with outside carriers, dedicating a few hours per week to this activity. She also owns several dormant companies that are not active.
Employment History
Current Registrations
Desert Rose Capital Management, INC.
Previous Registrations
Nylife Securities LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities, LLC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.