Rkl Private Wealth
Assets Under Management
$2.1B
Number of Clients
1,088
Number of Advisors
21
Average Client AUM
$2.0M
AUM per Advisor
$101.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RKL Wealth Management LLC manages investments for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. They offer investment management, financial planning, and consulting services, including retirement plan advisory services. They may utilize sub-advisers to manage client assets.
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
Location
1800 Fruitville Pike, Lancaster, PA, 17601