Michelle Pecyna is a CFP-designated registered investment advisor at Rockefeller Capital Management, based in Chicago, IL, with 12 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
222 West Adams, Suite 2450, Chicago, IL, 60606
Get directionsHistory
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
Michelle works as a Wealth Relationship Manager and Vice President at Associated Trust Company, N.A. since 2019, providing investment management, fiduciary, administrative & trust services, portfolio management, financial planning and investment advisory services. This takes a few hours per week.
Employment History
Current Registrations
Rockefeller Capital Management
Previous Registrations
Whitnell & CO
State Registrations2 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
More Advisors
- Stacey SpechtRockefeller Capital Management
- Richard Bergman, CFPRockefeller Capital Management
- Terri UcciRockefeller Capital Management
- Brian Kamin, CFPRockefeller Capital Management
- Sarah Madison, CFPRockefeller Capital Management
- Dean Turner, CFPRockefeller Capital Management