Dev Shah is a registered investment advisor at Blackrock Financial Management, INC, based in Smryna, GA, with 24 years of industry experience. Dev 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $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
Location
Smryna, GA
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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
Blackrock Financial Management, INC
Blackrock Investments, LLC
Blackrock Investments, LLCBroker
Previous Registrations
Riversource Investments
Riversource Fund Distributors, INC.Broker
Riversource Distributors, INC.Broker
Rydex Distributors, INC.Broker
Morgan Stanley Dw INC.Broker
Nylife Securities INC.Broker
State Registrations53 states
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