Harold Beshaw is a CFP, ChFC-designated registered investment advisor at Rkl Private Wealth, based in Lancaster, PA, with 29 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,088 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RKL Wealth charges a fee based on the total value of your investments, not to exceed 1.25% per year. This fee is billed quarterly. The specific fee may be lower depending on the size of your account, your circumstances, or a negotiated rate. There is a $20,000 minimum annual fee, applied quarterly as $5,000. This minimum fee may be waived or reduced at RKL Wealth's discretion.
Location
1800 Fruitville Pike, Lancaster, PA, 17601
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Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Harold sells disability insurance and EIAs, dedicating minimal time to each. He is also a director of financial services at Rotz & Stonesifer Financial Services, LLC, which is a full-time commitment.
Employment History
Current Registrations
Rkl Private Wealth
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Capital CORP.Broker
1st Global Advisors INC
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
M&t Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.