Calvin Yu
Calvin Yu is a registered investment advisor at Blackrock Financial Management, INC, based in New York, NY, with 9 years of industry experience. Calvin 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
50 Hudson Yards, New York, NY, 10001
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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
Calvin is a Managing Member of TCY LLC dba Deka Lash, an eyelash extension franchise formed in 2018. He anticipates spending minimal time on administrative matters for the business.
Employment History
Current Registrations
Blackrock Financial Management, INC
Blackrock Investments, LLCBroker
Previous Registrations
Qplum LLC
Goldman Sachs & CO. 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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