RKL Wealth Management manages investments for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. They may also provide advice on financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. RKL Wealth typically manages accounts with the authority to make trades without asking first.
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.