Edward William Monborne

Rkl Private Wealth

25 Years of Experience

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Firm Information

Rkl Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

21 advisors

Number of Clients

1,088 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$2.1B

Fee Structure

Minimum Annual Fee:$20,000

Financial Plan Fee:$10,000 - $25,000

Hourly Rate:$250 - $500/hr

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.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net WorthBusiness Owners

Advisor Information

Office location

1800 Fruitville Pike, Lancaster, PA, 17601

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Regulatory History

Clean regulatory record

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.

Other Business Activities

Edward is a member of FPA LLC and a limited partner in FPA Limited Partnership, both rental real estate ventures since 2005. He dedicates minimal time to these activities and has no duties.