How does the advisor help clients – Key Takeaways:
ROCKEFELLER FOUNDATION IMPACT INVESTMENT MANAGEMENT, LLC is a renowned financial advisory firm that offers a wide range of services to its clients. Their expertise and knowledge in financial planning and management make them a trusted partner for individuals, families, and businesses.
Facts and Insights
With years of experience in the industry, ROCKEFELLER FOUNDATION IMPACT INVESTMENT MANAGEMENT, LLC has gained numerous insights and knowledge in helping clients achieve their financial goals. Their team of expert advisors work closely with each client to understand their unique needs and provide tailored solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
ROCKEFELLER FOUNDATION IMPACT INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and insurance planning.
Client Types:
ROCKEFELLER FOUNDATION IMPACT INVESTMENT MANAGEMENT, LLC caters to a diverse group of clients including high net worth individuals, families, and businesses. Their services are tailored to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation:
The fees and compensation structure at ROCKEFELLER FOUNDATION IMPACT INVESTMENT MANAGEMENT, LLC is transparent and fair. They charge a percentage of assets under management as their fee, while also offering performance-based fees for certain services. Clients can be assured that they are only paying for the services they receive, with no hidden fees.
Background:
ROCKEFELLER FOUNDATION IMPACT INVESTMENT MANAGEMENT, LLC is a subsidiary of the well-known Rockefeller Foundation, which has a long history of making an impact in the world of finance and philanthropy. As a result, the company has a strong foundation and a reputable name in the industry.
Financial Advisor Disclosures to Know:
ROCKEFELLER FOUNDATION IMPACT INVESTMENT MANAGEMENT, LLC adheres to strict ethical standards and practices in their operations. They are registered with the Securities and Exchange Commission (SEC) and are required to disclose any potential conflicts of interest to their clients. This ensures transparency and trust between the advisor and the client.