Adam Shack
Adam Shack is a registered investment advisor at Blackrock Financial Management, INC, based in Raleigh, NC, with 24 years of industry experience. Adam 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
Raleigh, NC
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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 →Other Business Activities
Adam is involved in several LLCs related to real estate and business ventures, including commercial building ownership, rental properties, and a PuroClean franchise. He dedicates minimal time to these activities, with operational responsibilities handled by others.
Employment History
Current Registrations
Blackrock Financial Management, INC
Blackrock Investments, LLC
Blackrock Investments, LLCBroker
Previous Registrations
Schonfeld Securities, LLCBroker
State Registrations53 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
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