Rockefeller Capital Management
Assets Under Management
$32.6B
Number of Clients
5,636
Number of Advisors
336
Average Client AUM
$5.8M
AUM per Advisor
$97.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Rockefeller Global Family Office provides discretionary and non-discretionary investment advisory, financial planning, and family office services. They serve ultra-high net worth and high net worth individuals, families, family offices, trusts, estates, endowments, foundations, pension and profit sharing plans, charitable organizations, corporations, sovereign nations, and certain non-U.S. individuals and entities.
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
Location
45 Rockefeller Plaza, Floor 5, New York, NY, 10111