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Eric Verhulst

Rockefeller Capital Management
32 Years of Experience
Chesterfield, MO
1 DisclosureBroker
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Eric Verhulst is a registered investment advisor at Rockefeller Capital Management, based in Chesterfield, MO, with 32 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 50,292 clients with $100B in assets under management.

Rockefeller Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1037 advisors
Number of Clients
50,292 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$99.6B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Non-discretionary investment advisory and consulting fees are negotiable and max out at 2% of assets under management. Retirement plan services charge up to 1.25% with a $5,000 minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

16090 Swingley Ridge Road, Chesterfield, MO, 63017

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Eric is a manager for Buck Island LLC (since 2015) and Buck Island A.Z. LLC (since 2018), both real estate related, spending minimal time on each. He is also a manager for A.Z. LLC (since 2019) which owns a minivan, and part owner of Short Bus, LLC (since 2024) which holds sprinter vans, spending minimal time on each.

Employment History
Current Registrations
Rockefeller Financial LLCBroker
May 2021 - Present · 5 yrs 5 mos
Rockefeller Capital Management
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2005 - June 2021 · 15 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2005 - June 2021 · 15 yrs 11 mos
Morgan Stanley
April 2001 - July 2005 · 4 yrs 3 mos
Morgan Stanley Dw INC.Broker
November 1993 - July 2005 · 11 yrs 8 mos
State Registrations33 states
AZCACOCTFLGAILINKSMAMDMIMOMSNCNDNENJNMNVNYOHOKPARISCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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