Cullen Roberts
Cullen Roberts is a registered investment advisor at Blackrock Financial Management, INC, based in Nashville, TN, with 22 years of industry experience. Cullen 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
Nashville, TN
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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
Cullen is a board member of the West Nashville Dream Center, a 501c3 organization supporting underprivileged families. He dedicates minimal time to this activity.
Employment History
Current Registrations
Blackrock Financial Management, INC
Blackrock Investments, LLCBroker
Blackrock Investments, LLC
Previous Registrations
Blackrock Capital Management, INC.
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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