Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees shall not exceed 1.25% per year based on total assets under management, but may vary based on account size, client circumstance, and/or a negotiated fee. The minimum annual fee is $20,000, applied quarterly as $5,000. Financial planning fees range from $10,000 to $25,000 as a fixed fee, or $250 to $500 per hour, with a minimum fee of $10,000. Consulting advice is billed at $250 to $500 per hour.
Areas of Practice
Advisor Information
Office location
1330 Broadcasting Road, Wyomissing, PA, 19610
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Laurie is a partner at RKL LLP, the parent company of RKL Wealth. She is also the President of the Berks County Estate Planning Council, a non-profit organization.