Advisor at Markle Financial LLC
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Firm
Markle Financial LLC
Location
Laramie, WY 82070
Credentials
Series 65
Industry experience
4 years
Taylor Barton is a financial advisor at Markle Financial LLC in Laramie, WY, holding a Series 65 designation with four years of industry experience. Prior to joining Markle Financial in 2020, he worked at American Truck Business Services, UniWyo FCU, The Navigators, the University of Wyoming, and Laramie County Community College. Markle Financial provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and sponsors of pension and profit-sharing plans. The firm employs a range of analytical approaches and conducts due diligence on third-party managers while also serving as investment adviser to a 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
2020 - Present (6 years)
American Truck Business Services
2020 - 2020 (1 year)
UniWyo FCU
2019 - 2020 (1 year)
The Navigators
2017 - 2019 (2 years)
University of Wyoming
2016 - 2017 (1 year)
Laramie County Community College
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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