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 to ultra-high net worth and high net worth individuals, families, and related entities. Services are delivered through the Rockefeller Private Wealth Advisory Program or Legacy Platform.

Fee Structure

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingHigh Net Worth
Loading...
Location

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

336 Advisors at this firm

Page 1 of 17