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Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
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.
Bessemer Trust manages wealth totaling $106 billion, 90% of which comes from their 2,300 clients. With a client-retention rate of 98.4%, [18] the firm holds on to significantly more of their clients than the industry-wide average of 95%. [19] Clients must have at least $10 million to expect a full range of services from Bessemer Trust. [18]
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 ...
Wealth management strategies will vary based on the specific needs of the client. Overall, the reason to use a wealth management firm is to seek strategies to help maintain and grow your total wealth.
In 2001, Eaton Vance acquired Atlanta Capital Management and Fox Asset Management. The company increased its assets under management by 17%, to $54.6 billion. [7] In 2007, Thomas E. Faust Jr became the CEO and Chairman of the company, replacing James B. Hawkes. By September 2007, the firm owned $158.1 billion in assets under management. [8]
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