Julie Cassatt-Olsen
Julie Cassatt-Olsen is a registered investment advisor at Doceo Wealth, LLC, based in Meridian, ID, with 17 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 251 clients with $240M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees are negotiable. Schedule shown is for standard investment advisory services. Business retirement plans have a different fee schedule: Less than $1,000,000: 1.00%; $1,000,000.01 to $2,500,000.00: 0.75%; $2,500,000.01 to $5,000,000: 0.50%; $5,000,000.01 and above: 0.35%.
Fee Estimator
Location
1880 S. Cobalt Point Way, Suite 350, Meridian, ID, 83642
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Julie is an insurance broker and owner of Doceo Life, LLC, selling various insurance products and annuities, dedicating a few hours per week to this activity. She also works as a beauty consultant for Mary Kay Cosmetics, spending minimal time on this.
Employment History
Current Registrations
Doceo Wealth, LLC
Previous Registrations
Legacy Wealth Management, LLC
Uci Wealth Advisors LLC
J. W. Cole Advisors, INC.
Financial Advisers of America, LLC
Retirement Asset Management
Retirement Asset Management, LLC
The Pacific Financial Group, INC.
State Registrations2 states
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.