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

Barron's profile of Rockefeller & Co. financial services and fees 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 offers no actionable leads for investigation. Key insights: 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 a portfolio‑tracking product called Rockit for high‑net‑worth families.