Mark Blaser
Advisor at Doceo Wealth, LLC — Meridian, ID
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.
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.
Credentials
Series 65
Experience Industry experience
6 years
Location
Meridian, ID 83642
Doceo Wealth, LLC
Team
Total advisors
6Clients per advisor
50 TypicalAvg AUM per client
$821,667 TypicalHNW client ratio
65% Very HighMark Blaser is a financial advisor at Doceo Wealth, LLC in Meridian, Idaho, with six years of industry experience. He holds a Series 65 designation and has worked at Doceo Wealth since 2020. His prior roles include positions at Altruist Advisors, SeaQuest, and Boise State University. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans. The firm combines actively managed liquid portfolios with illiquid direct participation programs and third-party separately managed accounts, employing a mix of fundamental, technical, and cyclical analysis in its investment approach.
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
Meridian, ID
1880 S. Cobalt Point Way, Suite 350
Meridian ID 83642
Advisors at this office
6
Idaho
6 years of industry experience
Doceo Wealth, LLC
2020 - Present • 6 years
Meridian, ID
Doceo Life, LLC
2020 - Present • 6 years
Meridian, ID
Altruist Advisors, LLC
2020 - 2020 • 1 year
Meridian, ID
SeaQuest
2018 - 2020 • 2 years
Boise, ID
Boise State University
2016 - 2020 • 4 years
Boise, ID
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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