LANCASTER, PA (June 5, 2015) – Kuntz Lesher Capital LLC (KLC), an independent investment advisory firm located in Lancaster, has been recognized again by CNBC as one of the nation’s “Top 100 Fee-Only Wealth Management Firms.” A wholly-owned subsidiary of Reinsel Kuntz Lesher LLP, KLC is the only Central Pennsylvania firm included in the “Top 100,” coming in at number 73.
CNBC ranked KLC and the other “Top 100” firms using its proprietary formula, which considers factors like assets under management; staff with professional designations (Certified Financial Planner or Chartered Financial Analysts); working with third-party professionals such as attorneys or CPAs; average account size; growth of assets; years in business; number of advisory clients; and providing advice on insurance solutions.
“This recognition shows that KLC can stand alongside firms from larger metropolitan areas and deliver high-quality investment advisory services right here in Central Pennsylvania,” said RKL CEO Edward W. Monborne. “We’re proud that KLC has been included in each of the past two years CNBC has been issuing this list, and we intend to build upon this success on behalf of our clients.”
KLC’s continued growth propelled it onto the “Top 100” list for the second straight year. For the last six years, KLC’s assets under management grew by an annual average of more than 21 percent. As of May 31, 2015, KLC has approximately $436 million of assets under management.
Founded in 1999, KLC is an independent registered investment advisor with a solid reputation for integrity, independence and a commitment to personalized client services. The firm is comprised of nine professionals, including a Certified Financial Planner, a Chartered Financial Analyst and a Certified Public Accountant. KLC has experienced growth in service areas such as investment management services, retirement plan consulting, wealth management programs and eldercare services. For more information, visit www.klcinvest.com.