What Services Does Rockefeller Capital Management Provide

Rockefeller Capital Management offers a range of services that cater to the diverse needs of its clients. They provide investment management services, which include portfolio management, asset allocation, and investment research.

Their investment management services are designed to help clients achieve their long-term financial goals, whether it's wealth accumulation, income generation, or legacy planning. They offer both individual and institutional investment management services.

Rockefeller Capital Management also provides wealth management services, which include financial planning, investment advice, and estate planning. Their wealth management services are tailored to meet the unique needs of each client.

Their wealth management services are designed to provide clients with peace of mind and financial security, allowing them to focus on what matters most to them.

Rockefeller Capital Management offers a wide range of services to help individuals and businesses achieve their financial goals. Their services include financial planning, which involves devising strategies for future financial well-being, including retirement and college education planning.

Financial planning encompasses preparing for life's milestones, such as retirement, funding your child's education, or planning for the transfer of assets. This includes creating a comprehensive plan to achieve your financial objectives.

Portfolio management is another key service offered by Rockefeller Capital Management. This involves the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Portfolio management entails the selection and management of investment combinations to meet specific needs. This may include a variety of assets, such as stocks, bonds, and other securities.

The firm also provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs. This may include tax planners, estate planners, or other professionals who can help you achieve your financial goals.

In addition to these services, Rockefeller Capital Management offers seminars and workshops aimed at educating investors on various financial concepts. These educational resources can help you make informed decisions about your financial future.

Here are some of the key services offered by Rockefeller Capital Management:

The firm offers a variety of fee structures to suit different needs, including a percentage of AUM model, fixed fees, and performance-based fees. This allows clients to choose the fee structure that best aligns with their investment objectives and risk tolerance levels.

Rockefeller Capital Management charges a fee calculated as a percentage of assets, depending on the account, with fees typically ranging from 0.50% to 1.25% annually for equity strategies.

For Long/Short Equity Strategy accounts, the standard fee is a 1.5% annual investment management fee and a 20% performance fee, subject to a traditional high-water mark.

Investment advisory fees for Affiliated Private Funds usually range from 0.65% to 1.50% annually.

Model Program fees range between 0.35% and 0.50% of assets under management per year.

There may be other fees, including brokerage and trading costs, third-party custody fees, and processing fees.

The firm has established minimum account requirements for separately managed accounts, but the minimum investment amount is not explicitly mentioned in the brochure.

Minimums are subject to waiver and are waived from time to time, so interested investors should contact the firm directly to determine the current investment minimum for their specific account type and strategy.

Rockefeller Capital Management is a fee-based registered investment advisory firm based in New York City, established in 2018.

The firm has positioned itself as a leading player in the financial sector, holding a unique position as a commodity pool operator/advisor, as well as an accounting firm that provides investment advice.

Rockefeller Capital Management offers a wide range of services, including financial planning, portfolio management, and pension consulting services.

Their services are tailored to meet the needs of individuals, small businesses, and institutional clients.

The firm provides selection advising for third-party advisors to help clients find the optimal investment professional for their needs.

Rockefeller Capital Management's investment management strategies cover pooled investment vehicles and companies.

Their diverse range of services allows them to address clients' other financial, tax, and estate planning needs.

The firm caters to a broad spectrum of clients, ranging from individuals to high net worth individuals, banking institutions, and more.

Their diverse client base underscores their ability to tailor their services to meet clients' unique preferences and investment goals.

Rockefeller Capital Management offers fee structures that suit the specific service provided, including a percentage of AUM model, fixed fees, and performance-based fees.