How does the advisor help clients – Key Takeaways:
MARKLE WEALTH MANAGEMENT is a private wealth management firm that provides personalized financial planning and investment management services to high-net-worth individuals, families, and small businesses. Led by a team of experienced financial advisors, the firm is dedicated to helping clients achieve their financial goals and build long-term wealth.
Here are the key takeaways about how MARKLE WEALTH MANAGEMENT helps clients:
- Personalized Financial Planning: The firm’s financial advisors work closely with clients to understand their unique financial circumstances, goals, and risk tolerance. They develop personalized financial plans that encompass all aspects of a client’s financial life, including retirement planning, tax planning, estate planning, risk management, and more.
- Customized Investment Management: MARKLE WEALTH MANAGEMENT offers customized portfolio management services based on a client’s financial plan and risk profile. The firm’s advisors use a disciplined approach to investing and employ a variety of investment strategies to help clients achieve their investment objectives.
- Comprehensive Wealth Management: In addition to financial planning and investment management, the firm offers a wide range of wealth management services, including cash flow analysis, debt management, insurance planning, and more. This comprehensive approach helps clients to build and protect their wealth over the long term.
Facts and Insights
MARKLE WEALTH MANAGEMENT was founded in 2001 and has since grown to be a well-respected wealth management firm in the industry. Here are some facts and insights about the firm:
- Assets Under Management: As of 2021, MARKLE WEALTH MANAGEMENT manages over $500 million in assets on behalf of its clients.
- Number of Advisors: The firm has a team of 8 experienced financial advisors who work with clients to provide personalized financial advice and build long-term relationships.
- Time in Business: With over 20 years of experience, MARKLE WEALTH MANAGEMENT has a proven track record of helping clients successfully navigate through various market cycles and achieve their financial goals.
The table below summarizes the firm’s assets under management, number of advisors, and time in business:
| Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2021 | $500 million | 8 | 20+ years |
Financial Services Offered
MARKLE WEALTH MANAGEMENT offers a comprehensive range of financial services to help clients achieve their financial objectives. These services include:
- Financial Planning
- Investment Management
- Estate Planning
- Tax Planning
- Retirement Planning
- Cash Flow Analysis
- Debt Management
- Insurance Planning
The firm’s services are tailored to each client’s unique needs and are delivered with personalized attention and a commitment to quality.
Client Types
MARKLE WEALTH MANAGEMENT serves a diverse client base, including:
- High-net-worth individuals
- Families
- Small business owners
The firm understands that each client has their own financial goals and objectives, and they strive to provide customized solutions that meet their clients’ needs.
Fees & Compensation
MARKLE WEALTH MANAGEMENT is a fee-only firm, which means they do not earn commissions on any products or services they recommend to clients. The firm’s fees are based on a percentage of assets under management, with rates varying depending on the level of assets. This fee structure aligns the firm’s interests with those of their clients, as they only earn more when their clients’ portfolios perform well.
In addition to management fees, the firm may also charge fees for financial planning and other services, which are discussed and agreed upon with clients beforehand. The firm believes in full transparency, and clients can expect to receive a detailed breakdown of all fees and compensation before engaging their services.
Background
MARKLE WEALTH MANAGEMENT was founded by John Markle, a highly experienced and reputable