David Morais is a CFP-designated registered investment advisor at Rkl Private Wealth, based in York, PA, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,050 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee of 1.25%. Subject to a minimum annual fee of $20,000. All fees and minimums are negotiable.
Fee Estimator
Location
3501 Concord Road, York, PA, 17402
Get directionsHistory
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.
Exams
More Advisors
- Scott Ehrig, CFPRkl Private Wealth
- Michael Miller, CFPRkl Private Wealth
- Emily Weaver, CFPLPL Financial LLC
- Timothy Sutherland, CFPCambridge Investment Research Advisors, INC.
- Michael Summers, CFPInvestment Research CORP
- Holly Mayer, CFPJanney Montgomery Scott LLC