Joseph Schwartz is a registered investment advisor at Markle Financial LLC, based in Laramie, WY, with 1 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 272 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Markle Financial's fees are negotiable and can vary based on factors like investment objectives, asset classes, and account size. There is a $2,500 minimum annual advisory fee. Clients may also pay additional fees charged by third-party managers, platform sponsors, and custodians. Fees are typically disclosed in custodial documents or the client agreement.
Location
506 S. 21st. St. Suite 101, Laramie, WY, 82070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Markle Financial LLC
State Registrations1 state
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