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CFP

Christopher Luechtefeld

Rockefeller Capital Management
25 Years of Experience
Bluffton, SC
Broker
View SEC Summary
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Christopher Luechtefeld is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in Bluffton, SC, with 25 years of industry experience. Christopher 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

202 Bluffton Road, 3rd Floor, Bluffton, SC, 29910

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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 Activities

Christopher is a board member for Henry Mayo Newhall Hospital, serving on the finance and investment committees, and spends minimal time on this activity. He also coaches a sporting clays team at Cross Schools, dedicating a few hours per week outside of business hours.

Employment History
Current Registrations
Rockefeller Financial LLCBroker
October 2024 - Present · 2 yrs
Rockefeller Capital Management
October 2024 - Present · 2 yrs
Previous Registrations
Morgan StanleyBroker
June 2009 - October 2024 · 15 yrs 4 mos
Morgan Stanley
June 2009 - October 2024 · 15 yrs 4 mos
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley
February 2002 - April 2007 · 5 yrs 2 mos
Morgan Stanley Dw INC.Broker
August 2001 - April 2007 · 5 yrs 8 mos
State Registrations23 states
ALAZCACOFLGAIDILMEMTNCNJNMNVNYPASCTNTXUTVAWAWI
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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