LP
CFP
LP
CFP

Laurie Michele Peer

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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
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Location

1330 Broadcasting Road, Wyomissing, PA, 19610

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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.

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Other Business Activities

Laurie is a partner at RKL LLP, the parent company of RKL Wealth. She is also the President of the Berks County Estate Planning Council, a non-profit organization.

Employment History
Current Registrations
Rkl Private Wealth
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Sterling Financial Advisors, LLC
January 2007 - February 2016 · 9 yrs 1 mo
Sterling Financial Advisors, LLC
April 2002 - May 2004 · 2 yrs 1 mo
Walnut Street Advisers INC
January 2001 - July 2003 · 2 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.