Blackrock Investment Management Review


Trust Score 76%
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Blackrock Investment Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 331 advisors. Blackrock Investment Management manages $255.2 billion and provides investment advisory services for 14,274 clients (1:44 advisor/client ratio).

Blackrock Investment Management requires a $1,000,000 minimum investment and charges a blended rate 1.00% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 44 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $17,876,323
Hybrid Advisor Yes
Disciplinary History No
Total AUM $255.2 billion
Advisor / Client Ratio 1:44
Headquarters 1 University Square Drive Princeton, NJ 08540-6455
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $3,000,000 0.75%
$3,000,001 to $10,000,000 0.60%
$10,000,001 to $50,000,000 0.45%
$50,000,001+ Negotiable


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