Services:
Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
SEC CRD Number
107105
BLACKROCK FINANCIAL MANAGEMENT, INC. - BROCHURE (2026-03-31)
(fee schedule source)
· View brochure text
Blackrock Financial Management, Inc.'s Form ADV discloses 0.65% on the first $1 million, 0.60% on the next $2 million, 0.45% on the next $7 million, 0.40% on the next $15 million, 0.30% on the next $25 million, and 0.25% on assets above $50 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #107105), Blackrock Financial Management, Inc. is subject to fiduciary duty under federal law.
Blackrock Financial Management, Inc. is headquartered in NEW YORK, NY.
Blackrock Financial Management, Inc. serves 64 high-net-worth clients according to their SEC filing dated August 27, 2026. View client details ↓
According to their SEC Form ADV, Blackrock Financial Management, Inc. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
Blackrock Financial Management, Inc. manages $1595.1 billion in client assets according to their SEC filing dated August 27, 2026.
According to their SEC Form ADV, Blackrock Financial Management, Inc. serves high-net-worth individuals, businesses, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓