AP
AP

Alessandra Policarpo

1 Year of Experience
New York, NY
Broker

Alessandra Policarpo is a registered investment advisor at Blackrock Investment Management, LLC, based in New York, NY, with 1 years of industry experience. Alessandra 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
668 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
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Location

50 Hudson Yards, New York, NY, 10001

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Blackrock Investment Management, LLC
January 2025 - Present · 1 yr 9 mos
Blackrock Investments, LLCBroker
November 2024 - Present · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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