Preston Blackman
Preston Blackman is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in New York City, NY, with 31 years of industry experience. Preston is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
1300 Avenue of the Americas, New York City, NY, 10019
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Strategic Advisers, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Spencer Clarke LLCBroker
J.W. Barclay & CO., INC.Broker
First Cambridge Securities CorporationBroker
H.J. Meyers & CO., INC.Broker
Lehman Brothers INC.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Nolan Kostulias, CFPCharles Schwab & CO., INC.
- Chad Calaza, CFPCharles Schwab & CO., INC.
- Thomas FranzCharles Schwab & CO., INC.
- Michael MoerlerCharles Schwab & CO., INC.
- Robert Trimble, CFPCharles Schwab & CO., INC.
- Lorianne Rivas, CFPCharles Schwab & CO., INC.