Rockefeller Capital Management
Assets Under Management
$70.0B
Number of Clients
35,950
Number of Advisors
875
Average Client AUM
$1.9M
AUM per Advisor
$80.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Rockefeller Financial offers discretionary and non-discretionary investment advisory services to high net worth and ultra-high net worth individuals, families, and institutions. Services include investment consulting, retirement plan investment and consulting, and financial planning reports and analyses. The firm also offers brokerage account services.
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
Location
45 Rockefeller Plaza, Floor 5, New York, NY, 10111