Markle Financial offers investment management and advisory services to individuals, high net-worth individuals, and pension/profit-sharing plans. Markle can manage investments directly or recommend third-party investment managers. Services are tailored to each client's needs, objectives, and guidelines. Markle offers both discretionary (where they make trades without asking) and non-discretionary (where they need your approval for each trade) 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.