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CFP

Janelle Cromwell

Rockefeller Capital Management
12 Years of Experience
Olympia, WA
Broker
View SEC Summary
View SEC Summary

Janelle Cromwell is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in Olympia, WA, with 12 years of industry experience. Janelle 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

711 S Capitol Way, Suite 705, Olympia, WA, 98501

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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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Employment History
Current Registrations
Rockefeller Financial LLCBroker
June 2021 - Present · 5 yrs 4 mos
Rockefeller Capital Management
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2015 - June 2021 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2015 - June 2021 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2011 - February 2013 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - February 2013 · 1 yr 2 mos
RBC Capital Markets, LLC
October 2011 - December 2011 · 2 mos
RBC Capital Markets, LLCBroker
August 2011 - December 2011 · 4 mos
State Registrations29 states
AKARAZCACOFLHIIDILKYMAMIMNMOMTNCNHNJNVNYOHOKORPASCTXUTVAWA
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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