RKL Wealth Management manages investment portfolios and provides personalized financial planning and consulting for individuals, high-net-worth families, businesses, and retirement plans. Operating as a subsidiary of a regional certified public accounting firm, RKL Wealth Management offers a unified approach that integrates personal financial planning with tax and accounting services. The firm builds customized investment strategies using individual stocks, bonds, exchange-traded funds, mutual funds, and private investments, often utilizing separate account managers and third-party strategists when appropriate. RKL Wealth Management focuses on strategic asset allocation, fundamental and technical analysis, and comprehensive wealth management tailored to each client's specific objectives and risk tolerance.
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.