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Cristen Eckel

32 Years of Experience
Princeton, NJ
Broker

Cristen Eckel is a registered investment advisor at Blackrock Financial Management, INC, based in Princeton, NJ, with 32 years of industry experience. Cristen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 1,309 clients with $1600B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,309 clients
Average Client Portfolio
$1.2B average
Assets Under Management
$1595.1B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.65%
$1.0M - $3.0M0.60%
$3.0M - $10.0M0.45%
$10.0M - $25.0M0.40%
$25.0M - $50.0M0.30%
$50M+0.25%

Fee schedule reflects general equity investment strategies. Fixed income strategies have separate fee schedules ranging from 0.10% to 0.35%. Fees may vary by program.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 University Square Drive, Princeton, NJ, 08540-6455

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cristen is an independent distributor at Shaklee, participating in vitamin/weight loss parties, dedicating a few hours per week. Cristen is also a landlord/owner of a rental property, spending minimal time on this activity.

Employment History
Current Registrations
Blackrock Financial Management, INC
September 2013 - Present · 13 yrs 1 mo
Blackrock Investments, LLCBroker
March 2007 - Present · 19 yrs 7 mos
Previous Registrations
First Albany Capital INC.Broker
October 2001 - January 2007 · 5 yrs 3 mos
Bluestone Capital CORP.Broker
March 2001 - October 2001 · 7 mos
Bluestone Capital Securities, INC.Broker
April 1996 - March 2001 · 4 yrs 11 mos
Bluestone Capital Partners, L.P.Broker
March 1996 - April 1996 · 1 mo
Commonwealth AssociatesBroker
October 1994 - March 1996 · 1 yr 5 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
May 1994 - November 1994 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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