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Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...
Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming.
Whittier Trust Company is an American independent wealth management and investment firm. A multi-family office, it stems from the family office founded by the children of Max Whittier . [ 1 ] Whittier co-founded and developed Beverly Hills in the early 1900s, and co-founded Belridge Oil in 1911.
Advisors who affiliate with the firm must earn a minimum of $200,000 in annual gross broker/dealer concessions . [2] Gross revenue per advisor in 2017 was the highest among independent broker/dealers, as reported by Financial Advisor in April 2017. [3]
Citi Private Bank is the private banking division of Citibank; it provides banking services to high-net-worth individuals, family offices, law firms, and other institutions. According to the company's website, it has a minimum investment level of $10 million and a total net worth requirement of $25 million; [ 1 ] however, in some cases, these ...
Providers of these services ("personal fiduciaries") also may serve as a trust protector or non-discretionary advisor having an indirect impact on the management of such assets. In contrast, institutional fiduciary services involve managing assets for or on behalf of public corporations, government entities, employee retirement plans and other ...
That said, a minimum of $2 million to $5 million in assets is the range where it makes sense to consider the services of a wealth management firm. Much below that and it might be hard to justify ...
Goldman Sachs Personal Financial Management (GSPFM) was a former division of Goldman Sachs responsible for wealth management of high-net-worth individuals. [2] It had 74 offices in the United States and managed $25 billion in assets. [1] [3] In November 2023, it was announced that Creative Planning had completed the acquisition of GSPFM. [4]
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