Doceo Wealth provides investment management services based on clients' needs and goals. They manage client accounts with discretion, selecting securities and making trades without prior approval. They also offer financial planning services, including retirement planning, tax planning, and asset allocation. Doceo Wealth may also provide 1031 Exchange consulting services for a fixed fee.
Assets Under Management$240M
Clients251
Advisors6
Avg. per Client$970K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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