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Brett Walsh

Blackrock Investment Management, LLC
25 Years of Experience
Flemington, NJ
1 DisclosureBroker
View SEC Summary
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Brett Walsh is a registered investment advisor at Blackrock Investment Management, LLC, based in Flemington, NJ, with 25 years of industry experience. Brett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 10,859 clients with $680B in assets under management.

Blackrock Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
674 advisors
Number of Clients
10,859 clients
Average Client Portfolio
$62.3M average
Assets Under Management
$676.7B

Fee Structure

Minimum Investment:$250K
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%

Rates reflect general equity strategies. Fixed income strategies have separate tiered schedules starting at 0.35% down to 0.15%. Other specialized strategies have flat rates ranging from 0.10% to 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Flemington, NJ

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History

Regulatory History (1)
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Criminal
October 1994
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brett is a part owner of Flemington Baseball & Softball, an LLC, spending a few hours per week organizing camps and handling finances. He also serves as a board member/treasurer for Flemington Raritan Girls Softball League and Hunterdon Central Girls Softball booster club, and is a board member for Hunterdon Healthcare Foundation, dedicating minimal time to each.

Employment History
Current Registrations
Blackrock Investments, LLC
September 2006 - Present · 20 yrs 1 mo
Blackrock Investment Management, LLC
September 2006 - Present · 20 yrs 1 mo
Blackrock Investments, LLCBroker
September 2006 - Present · 20 yrs 1 mo
Previous Registrations
Merrill Lynch Investment Managers LP
March 2005 - September 2006 · 1 yr 6 mos
Fam Distributors, INC.Broker
March 2005 - September 2006 · 1 yr 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 2003 - March 2005 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2001 - March 2005 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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