David Johan
Advisor at Doceo Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Doceo Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Meridian, ID 83642
Credentials
Series 65
Industry experience
13 years
David Johan is a financial advisor with Doceo Wealth, LLC, holding a Series 65 designation and 13 years of industry experience. He has held roles at several firms including Legacy Wealth Management and Desert Rose Capital Management. Outside of advisory work, he is a managing partner at Doceo Capital, LLC, which provides consulting and due diligence services to family offices and sponsors. Doceo Wealth serves individuals, high-net-worth clients, trustees, and businesses with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of actively managed model portfolios, quantitative overlays, and fundamental analysis to set tactical asset allocations and also offers specialized services such as 1031 exchange consulting.
Based on Doceo Wealth, LLC
Based on Doceo Wealth, LLC
Financial planning fees range from $1,500 to $50,000 annually; 1031 Exchange consulting flat fee up to $100,000
Less than $1,000,000.00 - $1,000,000.00: 1.50% $1,000,000.01 - $2,500,000.00: 1.25% $2,500,000.01+: 1.00%
Up to $650.00 per hour
Account minimum: $500,000.00 Minimum fee: One-time $2,500.00 account setup fee
1880 S. Cobalt Point Way, Suite 350
Meridian, ID 83642
Arizona · Arkansas · California · Idaho · Texas · Utah · Washington
Doceo Wealth, LLC
2020 - Present (6 years)
Doceo Capital, LLC
2018 - Present (8 years)
Altruist Advisors Group
2018 - 2020 (2 years)
Doceo Properties, LLC
2018 - Present (8 years)
Doceo Life, LLC
2016 - Present (10 years)
Legacy Wealth Management, LLC
2015 - 2020 (5 years)
Desert Rose Capital Management
2012 - 2017 (5 years)
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