Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Areas of Practice
Advisor Information
Office location
3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305
Get directionsRegulatory History
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 Activities
Alexander serves as Power of Attorney for his aunt, representing her in matters related to her estate since 2020. This activity is not investment-related and requires minimal time.