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Amber Dornell

27 Years of Experience
Atlanta, GA
BrokerSells Insurance

Amber Dornell is a registered investment advisor at Rockefeller Capital Management, based in Atlanta, GA, with 27 years of industry experience. Amber 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
346 advisors
Number of Clients
6,490 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$36.8B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Amber is a licensed insurance agent with RCM Insurance Svces LLC, which is affiliated with the firm.

Employment History
Current Registrations
Rockefeller Capital Management
February 2024 - Present · 2 yrs 8 mos
Rockefeller Capital Management
January 2020 - Present · 6 yrs 9 mos
Rockefeller Financial LLCBroker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2009 - January 2020 · 10 yrs 7 mos
Morgan StanleyBroker
June 2009 - January 2020 · 10 yrs 7 mos
Citigroup Global Markets INC.Broker
August 2003 - June 2009 · 5 yrs 10 mos
Citigroup Global Markets INC.
August 2003 - June 2009 · 5 yrs 10 mos
UBS Financial Services INC.
February 2003 - August 2003 · 6 mos
UBS Financial Services INC.Broker
February 2000 - August 2003 · 3 yrs 6 mos
Fortis Investors, INC.Broker
March 1999 - August 1999 · 5 mos
State Registrations33 states
AKALCACOCTDCDEFLGAIAIDILINLAMAMDMEMINCNHNJNMNVNYOHORPASCTNTXVAWAWV
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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