600 J Eden Road,
Q: What does it cost to work with Rowley Financial?
A: We offer a complimentary introductory meeting, which gives you the opportunity to evaluate our firm and its services to ensure we are a good fit for you. Every client’s situation is unique, and we build flexibility into our fee structure to reflect that belief. Our fee will be based upon the complexity of your financial situation and/or the amount of assets we will be managing. Once we determine an appropriate fee, it will be clearly outlined in the proposal we provide before you sign any paperwork to begin working with Markle Financial.
Q: Is Rowley Financial a fiduciary?
A: Rowley Financial is under Markle Financial RIA, a fiduciary, which means we are legally required to act in your best interest by placing your financial interests above our own. The fiduciary standard is considered the highest level of care by which a financial advisor can operate.
Q: Do you have asset minimums?
A: No. We have flexibility in creating a fee structure for your situation that does not require any asset minimums.
Q: Who will I work with?
A: We employ a team approach in working with you as we feel this allows us to provide an unparalleled level of service. While you will have a primary advisor, you will interact with various members of our team based upon your needs and requests. In addition, you will have access to our network of accountants, attorneys or other professionals in order to provide a comprehensive financial plan.
Q: What is a Registered Investment Advisor (RIA)?
A: A registered investment advisor, or RIA, is a "person or firm that, for compensation, is engaged in the act of providing advice, making recommendations, issuing reports or furnishing analyses on securities, either directly or through publications" according to The Investment Advisers Act of 1940.
Investment Advisory Services are offered through Markle Financial LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.