Michael Merlin
Michael Merlin is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in Atlanta, GA, with 28 years of industry experience. Michael 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
3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Michael is a sole proprietor/owner of CFL Management, dealing with real estate investments, and a director for the Atlanta Jewish Foundation since 2015, providing advisory services a minimal amount of time. He is also the Successor Manager of Petros Partners, LLC, an investment-related LLC, dedicating a minimal amount of time.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations35 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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