Robert Simons is a registered investment advisor at Rkl Private Wealth, based in Lancaster, PA, with 16 years of industry experience. Robert 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.
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Robert is a limited partner in Morse Measurements LLC (automotive suspension testing) since 2007, a general partner in Simons LLC (rental real estate) and a limited partner in Simons Family Limited Partnership (rental real estate) since 2008, a board member/shareholder of Dart Trucking Co LLC since 2014, and a board member of Boyd Wilson Co (residential rental properties) since 2016. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Rkl Private Wealth
Previous Registrations
Kuntz Lesher Capital LLC
State Registrations1 state
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