Reuben Mason is a CFP-designated registered investment advisor at Doceo Wealth, LLC, based in Meridian, ID, with 18 years of industry experience. Reuben 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
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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 →Other Business Activities
Reuben is an author and sells books on Kindle and Amazon since 2021. He spends minimal time on promotion via word of mouth and online marketing.
Employment History
Current Registrations
Doceo Wealth, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Desert Rose Capital Management INC.
Beacon Rock Investment Consulting, LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
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.