Mark Blaser
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
5 years
Mark Blaser is a financial advisor at Doceo Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Doceo Wealth and Doceo Life since 2020. His prior experience includes roles at Altruist Advisors, SeaQuest, Boise State University, Boy Scouts of America, and Centennial High School. Doceo Wealth provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trustees, and businesses. The firm utilizes a combination of actively managed model portfolios, quantitative overlays, and fundamental, technical, and cyclical analysis to manage client assets.
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
Idaho
Doceo Wealth, LLC
2020 - Present (6 years)
Doceo Life, LLC
2020 - Present (6 years)
Altruist Advisors, LLC
2020 - 2020 (1 year)
SeaQuest
2018 - 2020 (2 years)
Boise State University
2016 - 2020 (4 years)
Boy Scouts of America
2012 - 2016 (4 years)
Centennial High School
2012 - 2016 (4 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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