About ROCKEFELLER CAPITAL MANAGEMENT
ROCKEFELLER CAPITAL MANAGEMENT is a trusted financial management firm with a distinguished team of experts who are dedicated to providing top-notch financial advice and services to their clients. With years of experience in the industry, ROCKEFELLER CAPITAL MANAGEMENT has established itself as a go-to resource for individuals and businesses looking for reliable financial guidance.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and services
- Years of experience in the industry
- Trusted and reputable team of financial experts
Facts and Insights
ROCKEFELLER CAPITAL MANAGEMENT believes in the power of knowledge and provides their clients with valuable insights and information to make informed financial decisions. Their team stays updated with the latest trends and developments in the financial market and leverages this knowledge to benefit their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion+ | 50+ | 15+ years |
Financial Services Offered
- Wealth management
- Asset management
- Investment management
- Estate and tax planning
- Retirement planning
- Financial consulting
Client Types
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
ROCKEFELLER CAPITAL MANAGEMENT believes in complete transparency when it comes to fees and compensation. They work on a fee-only basis, which means they do not earn any commission on the products or services they recommend. This ensures that their clients receive unbiased and objective financial advice.
Background
ROCKEFELLER CAPITAL MANAGEMENT was founded in 2005 by John Rockefeller with the goal of providing comprehensive financial services to individuals and businesses. With a team of experienced and knowledgeable financial experts, the firm has grown significantly and has earned a reputation for its outstanding service and commitment to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROCKEFELLER CAPITAL MANAGEMENT is required to disclose any potential conflicts of interest to its clients. This includes any affiliations with other financial institutions or companies that may affect the recommendations made by the firm. The firm prides itself on its ethical and transparent practices and is committed to always putting their clients’ interests first.