Rockefeller Financial offers investment advisory, financial planning, and consulting services to high net-worth and ultra-high net worth individuals, families, and institutions. Services include discretionary and non-discretionary investment advice across various asset classes. Rockefeller Financial also offers brokerage account services. Clients work with a Private Advisor to define goals and develop an asset allocation framework. The firm may recommend various products, including equities, fixed income, mutual funds, and alternative investments.
Fee Structure
Rockefeller Financial offers investment advisory services for a fee, either as a flat annual dollar amount or as a percentage of the value of your portfolio. The specific fee will depend on the type of advisory service you receive and will be agreed upon with your advisor. The fees you pay may differ from those paid by other clients, based on factors like the scope and size of your relationship, the complexity of your needs, and your advisor's approach.