Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
336 advisors
Number of Clients
5,636 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$32.6B

Fee Structure

The Global Family Office primarily charges fees based on a percentage of assets under management. Clients may also incur additional fees such as custody fees, brokerage fees, and investment management fees payable to investment managers. Clients utilizing the RPWA Program also bear an asset-based Relationship Fee and a Platform Fee for all eligible accounts excluding Title 1 ERISA account types.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Loading...

Advisor Information

Office location

3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305

Get directions
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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Amber is a licensed insurance agent with RCM Insurance Svces LLC, which is affiliated with the firm.

Employment History
Current Registrations
Rockefeller Capital Management
February 2024 - Present · 1 yr 11 mos
Rockefeller Capital Management
January 2020 - Present · 6 yrs
Rockefeller Financial LLC Broker
January 2020 - Present · 6 yrs
Previous Registrations
Morgan Stanley
June 2009 - January 2020 · 10 yrs 7 mos
Morgan Stanley Broker
June 2009 - January 2020 · 10 yrs 7 mos
Citigroup Global Markets INC. Broker
August 2003 - June 2009 · 5 yrs 10 mos
Citigroup Global Markets INC.
August 2003 - June 2009 · 5 yrs 10 mos
UBS Financial Services INC.
February 2003 - August 2003 · 6 mos
UBS Financial Services INC. Broker
February 2000 - August 2003 · 3 yrs 6 mos
Fortis Investors, INC.Broker
March 1999 - August 1999 · 5 mos
State Registrations33 states
AKALCACOCTDCDEFLGAIAIDILINLAMAMDMEMINCNHNJNMNVNYOHORPASCTNTXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.