Mark Blaser is a registered investment advisor at Doceo Wealth, LLC, based in Meridian, ID, with 5 years of industry experience. Mark 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 →Employment History
Current Registrations
Doceo Wealth, LLC
State Registrations1 state
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