David Morais is a CFP-designated registered investment advisor at Rkl Private Wealth, based in York, PA, with 24 years of industry experience. David 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
3501 Concord Road, York, PA, 17402
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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 Activities
David is a member of the Investment Committee for the Rotary Club of York (PA). This activity is not investment-related.
Employment History
Current Registrations
Rkl Private Wealth
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
Allfirst Brokerage CorporationBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.