Nan Ginger
Nan Ginger is a registered investment advisor at Rockefeller Capital Management, based in Dallas, TX, with 44 years of industry experience. Nan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 6,490 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary by strategy, mandate size, and asset class. Equity strategies typically range from 0.50% to 1.5% annually, and fixed income strategies typically range from 0.10% to 0.75% annually. Private equity strategies charge up to 2.0% of committed capital plus carried interest. Fees are negotiable.
Fee Estimator
Location
300 Crescent Court, Suite 1450, Dallas, TX, 75201
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1991Other Business Activities
Nan is involved in several real estate ventures, including NWARECO LLC, Pointer Lane LLC, 28th Street Bentonville LLC, Hunters Ridge Fayetteville LLC, Historic District Fayetteville LLC, South Duncan Fayetteville LLC, and Berry Street LLC. She also manages the NJG Family Partnership GP LLC and NJG Family Limited Partnership; all these activities require minimal time.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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