Amanda Louise Sass

Rockefeller Capital Management

14 Years of Experience

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Firm Information

Rockefeller Capital Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

875 advisors

Number of Clients

35,950 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$70.0B

Fee Structure

Rockefeller Financial charges either a flat annual dollar fee or a fee calculated as a percentage of assets under management. The firm also receives payments from third parties, including sponsors of investment products. Financial planning reports and analyses are available, sometimes for a separate fee. Specific fee details are not provided in this brochure excerpt.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningCharitable GivingHigh Net Worth

Advisor Information

Office location

45 Rockefeller Plaza, Floor 5, New York, NY, 10111

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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.