Mark Blake is a registered investment advisor at Meriwether Family Office, LLC, based in Portland, OR, with 25 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Meriwether Family Office does not directly manage investments. Instead, they recommend third-party investment managers. The fees you pay will be determined by the agreement you have with the third-party manager you select. Meriwether Family Office typically does not recommend managers whose maximum fee schedule exceeds 2%.
Location
2001 NW 19th, #103B, Portland, OR, 97209
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Regulatory History
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
Previous Registrations
Wells Fargo Advisors, LLC
State Registrations2 states
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