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Case File
d-28304House Oversight

Barron's profile of Rockefeller & Co. financial services and fees

Other

The passage is a standard promotional overview of Rockefeller & Co.'s assets, services, and fee structure with no allegations, controversial actions, or connections to powerful political actors. It of Rockefeller & Co. manages roughly $7 billion in assets under management and $35 billion overall. Fees range from 0.5% to 1% for assets under $25 million and 0.5% for larger accounts. The firm offers

Date
November 11, 2025
Source
House Oversight
Reference
House Oversight #012100
Pages
1
Persons
5
Integrity
No Hash Available
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