Edward William Monborne

25 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Rkl Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

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

Location

1800 Fruitville Pike, Lancaster, PA, 17601

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History

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.