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Updated September 24, 2026. Quick answer: Rockefeller Capital Management sets no minimum account size for its Private Wealth Advisory Program generally. Its own brochure states there currently is no minimum account size requirement, though certain Program strategies that use a third-party investment manager have their own minimums, up to $250,000 or more, and those are negotiable depending on the household and account.
Account minimums at comparable advisory firms: Ameritas Minimum Investment (2026), Ashton Thomas Private Wealth Minimum Investment (2026) and Aspiriant Minimum Investment (2026).
The minimum, in the firm’s own words
“There currently is no minimum account size requirement. Certain RPWA Program Strategies, particularly those utilizing an Investment Manager or strategy, have higher minimum account size requirements, up to $250,000 or more, depending on the Investment Manager selected. Minimum account size requirements may be negotiable, depending on the client household, relationship, and type and size of the account.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Rockefeller Private Wealth Advisory (RPWA) Program | None generally; certain strategies require up to $250,000 or more | Varies with account size | Negotiable, depending on the household and account |
| Source: Wrap Fee Brochure (Form ADV Part 2A, Appendix 1), March 31, 2026 | |||
Rockefeller Capital Management’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $5,175 |
| $500,000 | $10,350 |
| $1,000,000 | $20,700 |
| $2,000,000 | $41,400 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Rockefeller Capital Management’s own published fee schedule runs up to $10,350 a year (the sum of the firm’s published maximum fee components); see the full dollar breakdown from Rockefeller Capital Management’s own fee disclosure across several account sizes. It is also worth knowing whether Rockefeller Capital Management is a fiduciary before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Wrap Fee Brochure (Form ADV Part 2A, Appendix 1) (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038823
- SEC Investment Adviser Public Disclosure, Rockefeller Financial LLC (CRD #291361): https://adviserinfo.sec.gov/firm/summary/291361
- Rockefeller Financial LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/291361/PDF/291361.pdf
Methodology. This page was built September 24, 2026, quoting directly from Rockefeller Capital Management’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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