RS
RS

Robert Watson Simons

16 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

1800 Fruitville Pike, Lancaster, PA, 17601

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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

Robert is a limited partner in Morse Measurements LLC (automotive suspension testing) since 2007, a general partner in Simons LLC (rental real estate) and a limited partner in Simons Family Limited Partnership (rental real estate) since 2008, a board member/shareholder of Dart Trucking Co LLC since 2014, and a board member of Boyd Wilson Co (residential rental properties) since 2016. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Rkl Private Wealth
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Kuntz Lesher Capital LLC
June 2000 - December 2010 · 10 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.