AL
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
Two Embarcadero Center, Suite 2320, San Francisco, CA, 94111
Get directionsRegulatory 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 →Employment History
Current Registrations
Rockefeller Capital Management
August 2024 - Present · 1 yr 5 mos
Rockefeller Capital Management
February 2020 - Present · 5 yrs 11 mos
Rockefeller Financial LLC
February 2019 - Present · 6 yrs 11 mos
Rockefeller Financial LLC Broker
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
Robertson Stephens SecuritiesBroker
December 2013 - November 2017 · 3 yrs 11 mos
Robertson Stephens Advisors
December 2013 - November 2017 · 3 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2013 - July 2014 · 1 yr 1 mo
S & Y Asset Management LLC
March 2005 - December 2005 · 9 mos
S & Y Asset Management LLCBroker
February 2005 - August 2006 · 1 yr 6 mos
Stone & Youngberg LLCBroker
September 2004 - August 2006 · 1 yr 11 mos
Stone & Youngberg LLC
September 2004 - August 2006 · 1 yr 11 mos
Quick & Reilly, INC.
November 2002 - October 2004 · 1 yr 11 mos
Quick & Reilly, INC.Broker
August 2002 - October 2004 · 2 yrs 2 mos
Robertson Stephens, INC.
June 2000 - August 2002 · 2 yrs 2 mos
Robertson Stephens, INC.Broker
January 2000 - August 2002 · 2 yrs 7 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.