Mark Dougal
Mark Dougal is a registered investment advisor at Go Wealth Management, based in Nampa, ID, with 21 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 7 more. Their firm serves 519 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, and fees are negotiable. Financial planning is included with investment management.
Fee Estimator
Location
Nampa, ID
Get directionsHistory
Regulatory History (2)
Financial
March 2017Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Mark is an insurance agent selling fixed insurance products, dedicating minimal time to this activity. He also owns Mark Dougal, Inc. and Shared Resources LLC, and repairs jewelry, dedicating about 10-20% of his time to Shared Resources LLC.
Employment History
Current Registrations
Go Wealth Management
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
World Group Securities, INC.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.
Exams
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