Rkl Wealth Management LLC is a large advisory firm based in Lancaster. It manages $1 billion of regulatory assets for 998 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Colorado, Delaware, and 10 other states.
Rkl Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rkl Wealth Management LLC is $1 billion. The firm's AUM has grown by 159% since the beginning of its operation, and $531.5 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Rkl Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Sarah Young Fisher is high net worth individuals with 328 clients and $681.6 million of assets under management. Among the 11 most similar advisory firms, Rkl Wealth Management has the 6th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1 billion for 998 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Rkl Wealth Management doesn't advise any private funds.
The company employs 25 people that are either part- or full-time employees. 76 percent of the employees work as investment advisers or researchers. 17 employees are registered as investment adviser representatives with the state securities authorities.
There are 26 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Sarah Young Fisher has been acting as President since 1 Jan 2005. Theresa Ann Muller joined the executive team most recently as the Chief Compliance Officer.
The principal office where Rkl Wealth Management LLC performs its advisory services is located at 1800 Fruitville Pike, Lancaster, PA 17601 The mailing address of the firm is P.O. Box 8408, Lancaster, PA 17604. An additional office of the firm is in Wyomissing, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (717) 399-1700 or by fax (717) 291-0691. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at rklwealth.com.