Lisa Kitchin
Lisa Kitchin is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in Los Angeles, CA, with 16 years of industry experience. Lisa 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
1900 Ave of the Stars, Suite 1000, Los Angeles, CA, 90067
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Regulatory History (1)
Customer Dispute
February 2024Other Business Activities
Lisa works as a seasonal part-time instructor for Jackson Hole Mountain Sports School. She dedicates a few hours per week to this non-investment related role.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Financial West Group
Financial West GroupBroker
State Registrations28 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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