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

Two Embarcadero Center, Suite 2320, San Francisco, CA, 94111

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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
March 2024 - Present · 1 yr 10 mos
Rockefeller Financial LLC Broker
March 2024 - Present · 1 yr 10 mos
Rockefeller Capital Management
March 2024 - Present · 1 yr 10 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2024 - March 2024 · 0 mos
J.P. Morgan Securities LLC Broker
September 2023 - March 2024 · 6 mos
J.P. Morgan Private Wealth Advisors LLC
April 2018 - March 2024 · 5 yrs 11 mos
First Republic Securities Company, LLCBroker
November 2017 - September 2023 · 5 yrs 10 mos
State Registrations18 states
AKCACOFLHIIDMANVNYOHORPATXUTVAVTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anis Salah - Financial Advisor | AdvisorDiscover