MB
MB

Mark Blake

26 Years of Experience
Portland, OR

Mark Blake is a registered investment advisor at Meriwether Family Office, LLC, based in Portland, OR, with 26 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Meriwether Family Office does not manage your portfolio directly, so they do not charge a direct investment management fee. Instead, you pay fees directly to the third-party investment manager you choose to work with.

  • Third-Party Fees — Fees depend on the specific manager, the size of your portfolio, and the complexity of your investments. Meriwether Family Office typically does not recommend managers whose maximum fee schedule exceeds 2% per year.
  • Referral Compensation — Meriwether Family Office is paid by the third-party manager out of the fees you pay them, receiving between 10% and 50% of your total advisory fee. Your total fee does not increase because of this referral arrangement.
Loading...

Location

2001 NW 19th, #103B, Portland, OR, 97209

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Meriwether Family Office, LLC
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
March 2000 - February 2014 · 13 yrs 11 mos
State Registrations2 states
CAOR
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors