Mark Dougal is a registered investment advisor at Go Wealth Management, based in Nampa, ID, with 21 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 519 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GO Wealth Management charges an annual fee based on a percentage of the assets they manage. This fee covers investment advice, trade execution, and account maintenance. The fee is calculated on the household asset value and billed quarterly in advance. The specific fee is outlined in your Investment Advisory Agreement and may be negotiable. GO Wealth may use margin, which increases the amount of billable assets and thus the fees collected. Legacy positions can be excluded from the fee calculation.
Location
Nampa, ID
Get directionsHistory
Regulatory History (2)
Financial
March 2017Customer Dispute
March 2010Other 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
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.