MD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
446 clients
Average Client Portfolio
$371K average
Assets Under Management
$165.6M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
Hourly Rate:Up to $265/hr
Investment management fees are based on an annual percentage of assets under management, billed quarterly in advance. The maximum annual investment advisory fee is 2.00%, but fees may be negotiable. Financial planning fees are included in the investment management fees. Consulting fees are negotiated up to $265/hour. This firm does not have a minimum initial account value.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
Nampa, ID
Get directionsRegulatory History (2)
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Financial
March 2017Final
Customer Dispute
March 2010Denied
Other Business ActivitiesSells Insurance
Mark is an insurance agent selling fixed insurance products, dedicating minimal time to this activity. He also owns Mark Dougal, Inc. and Shared Resources LLC, and repairs jewelry, dedicating about 10-20% of his time to Shared Resources LLC.
Employment History
Current Registrations
Go Wealth Management
November 2021 - Present · 4 yrs 2 mos
Previous Registrations
Transamerica Financial Advisors, INC Broker
January 2012 - September 2020 · 8 yrs 8 mos
Transamerica Financial Advisors, INC.
January 2012 - September 2020 · 8 yrs 8 mos
Investment Advisors International, INC.
March 2011 - January 2012 · 10 mos
World Group Securities, INC.Broker
September 2003 - January 2012 · 8 yrs 4 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.