Blackrock Financial Management, INC
Assets Under Management
$1327.9B
Number of Clients
1,309
Number of Advisors
38
Avg. Portfolio per Client
$1.0B
Avg. Managed per Advisor
$34.9B
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
BlackRock Financial Management and its affiliated advisors offer a range of investment solutions, including active, private markets, index, and cash management strategies across various asset classes. These services are available to institutions, high net worth individuals, and through separately managed accounts (SMAs). BlackRock uses both automated and manual processes to manage portfolios according to client-specific guidelines.
Fee Structure
BlackRock's fees for investment management are based on the chosen investment strategy and services. Fees are typically a percentage of the assets managed. Fees and compensation are negotiated in certain circumstances, and arrangements with particular Clients vary. BIM's fees for managing SMA Program accounts can be less than the fees it receives for managing similar accounts outside of an SMA Program. However, Clients should be aware that the total fees and expenses associated with an SMA Program can exceed those available if the services were acquired separately.
Areas of Practice
Location
50 Hudson Yards, New York, NY, 10001