Assets Under Management

$2.1B

Number of Clients

1,088

Number of Advisors

21

Average Client AUM

$2.0M

AUM per Advisor

$101.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

RKL Wealth Management LLC manages investments for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. They also provide financial planning services and consulting advice on securities and other matters.

Fee Structure

Minimum Annual Fee:$20,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Location

1800 Fruitville Pike, Lancaster, PA, 17601

21 Advisors at this firm

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