David Johan is a registered investment advisor at Doceo Wealth, LLC, based in Meridian, ID, with 13 years of industry experience. David 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
David is a managing partner at Doceo Capital, LLC, providing consulting and due diligence services, dedicating about 10-20% of his time. He also owns Doceo Life, LLC, an insurance brokerage, spending a few hours per week, and Doceo Properties, LLC, a property management company, and PPP, LLC, a personal holdings company, dedicating minimal time to each. David is also a board member of The Alternative & Direct Investment Securities Association (ADISA), spending a few hours per week.
Employment History
Current Registrations
Doceo Wealth, LLC
Previous Registrations
Legacy Wealth Management, LLC
Desert Rose Capital Management INC.
State Registrations7 states
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