Robert
Simons
Rkl Private Wealth
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About this Advisor
Robert Simons is a financial advisor working in Lancaster, Pennsylvania with 3 years of industry experience. Simons is an employee of Rkl Private Wealth. Over the course of their career, they have held roles at Rkl Cpa Fka Reinsel Kuntz Lesher Llp and Rkl Wealth Management LLC. Simons holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Pennsylvania. Rkl Private Wealth is a financial advisory company that has its headquarters in Lancaster, PA. It has offices in six locations and a total of 33 people on staff. It controls $1 billion in total assets among its 1,074 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,074 client accounts, 32% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Rkl Private Wealth provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically are based on which services the firm provides the client. Fee types charged by Rkl Private Wealth likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rkl Private Wealth Brokerage Details
$1,431,852,377
33
1,074
$1,333,196
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Simons Work History
Robert has been registered as a financial advisor for 3 years.*
Rkl Wealth Management LLC
Rkl Cpa Fka Reinsel Kuntz Lesher Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Simons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rkl Private Wealth
Lancaster, PA
Lancaster, PA
Reading, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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