Advisor at Markle Financial LLC
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Firm
Markle Financial LLC
Location
Laramie, WY 82070
Credentials
Series 65
Industry experience
1 year
Joseph Schwartz is a Series 65 licensed advisor with Markle Financial LLC in Laramie, WY, where he has worked since 2023. His prior experience includes roles at the University of Wyoming and in the hospitality and retail sectors. Markle Financial provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and pension plan sponsors. The firm uses a combination of analytical approaches and conducts due diligence on third-party managers while offering advisory and operational support to its affiliated private pooled investment fund.
Based on Markle Financial LLC
Financial planning fees may be charged as fixed fees, negotiated per client and project
Consulting fees range from $75 to $775 per hour
Minimum fee: $2,500 minimum flat advisory fee per year, subject to advisor's discretion Fee-only: Advisory fees charged based on a percentage of assets under management; third-party manager fees range from 0.18% to 1.35%
506 S. 21 St. St. Suite 101
Laramie, WY 82070
Wyoming
Markle Financial LLC
2024 - Present (2 years)
Markle Financial LLC
2023 - 2024 (1 year)
University of Wyoming
2022 - 2023 (1 year)
Altitude Chophouse & Brewery
2021 - 2022 (1 year)
Ace Hardware
2020 - 2021 (1 year)
University of Wyoming
2019 - 2020 (1 year)
Ace Hardware
2019 - 2019 (1 year)
Fritzler Farms
2018 - 2018 (1 year)
Cottonwood Creek Farms
2016 - 2017 (1 year)
Student
2014 - 2019 (5 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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