Edward Monborne is a registered investment advisor at Rkl Private Wealth, based in Lancaster, PA, with 26 years of industry experience. Edward 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
1800 Fruitville Pike, Lancaster, PA, 17601
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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
Edward is a member of FPA LLC and a limited partner in FPA Limited Partnership, both rental real estate ventures since 2005. He dedicates minimal time to these activities and has no duties.
Employment History
Current Registrations
Rkl Private Wealth
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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