Laurie Peer is a CFP-designated registered investment advisor at Rkl Private Wealth, based in Wyomissing, PA, with 23 years of industry experience. Laurie 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
1330 Broadcasting Road, Wyomissing, PA, 19610
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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.
Learn about disclosures →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
Previous Registrations
Sterling Financial Advisors, LLC
Sterling Financial Advisors, LLC
Walnut Street Advisers INC
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
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