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
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Advisor Information

Office location

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

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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.

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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
April 2015 - January 2020 · 4 yrs 9 mos
Morgan Stanley Broker
September 2014 - January 2020 · 5 yrs 4 mos
E*trade Securities LLCBroker
August 2013 - September 2014 · 1 yr 1 mo
State Registrations30 states
AKALCACOCTDCDEFLGAIAIDILINLAMAMDMEMINCNHNJNMNVNYOHORPASCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.