Advisor at Rockefeller Financial llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Countyline, OK
Credentials
Series 66
Industry experience
8 years
Paige Hatcher is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley, and Stephens Inc. prior to joining Rockefeller Financial. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through in-house and third-party managers.
Based on Rockefeller Financial llc
Based on Rockefeller Financial llc
Flat fees charged for certain financial planning reports and analyses
$0+: up to 2% annually for Non-Discretionary Investment Advisory and Consulting Services $0+: up to 1.25% annually for Retirement Plan Services (asset-based fee) $0+: up to 0.60% annually for Rockefeller Personalized Portfolios program fee (based on average daily balance)
Commission or transaction-based compensation for brokerage services and distribution fees/placement fees for certain alternative investments
Hourly rates charged for financial planning services, if applicable
Minimum fee: No minimum fee for Non-Discretionary Investment Advisory and Consulting Services; $5,000 minimum annual fee for Retirement Plan Services Fee-only: Flat fees or hourly fees for Financial Planning Services, negotiable and vary based on scope
Countyline, OK
Oklahoma · Texas
Rockefeller Financial llc
2022 - Present (4 years)
Morgan Stanley Private Bank, N.A
2019 - Present (7 years)
Morgan Stanley
2019 - 2022 (3 years)
Morgan Stanley Private Bank, N.A.
2019 - 2022 (3 years)
Unemployed
2018 - 2019 (1 year)
Hilton Brentwood Suites
2016 - 2016 (1 year)
Stephens Inc.
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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