BlackRock Financial Management provides comprehensive investment management services across global capital markets. The firm offers institutional strategies, separately managed accounts, mutual funds, exchange-traded funds, and private market solutions spanning equity, fixed income, cash management, and multi-asset classes. BlackRock Financial Management tailors its investment management services to meet the specific guidelines and risk profiles of its clients, utilizing both proprietary technology platforms and active and passive investment strategies. The firm serves a diverse client base including institutional organizations, registered investment companies, private investment funds, and high net worth individuals, often accessing individual clients through third-party separately managed account programs.
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.