Blackrock Fund Advisors

CRD#105247
Investment Advisor Firm

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Learn more about Blackrock Fund Advisors

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Blackrock Fund Advisors is a financial advisory company based in San Francisco, California. The company administers $2.8 trillion in total assets across 471 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). It has a large team, including 298 financial advisors. Blackrock Fund Advisors does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like options, bonds and equities.

    Blackrock Fund Advisors administers all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell choices are made by an investment advisor without requiring the client's consent. The advisory firm oversees an average of $5.9 billion for each account. The average advisor at Blackrock Fund Advisors oversees about two client accounts, placing it among the most individualized advisor firms in the country.

    The firm's central office is located at 400 Howard Street, San Francisco, California 94105. It is registered to serve customers throughout 51 U.S. states and territories.

    Assets Under Management

    $2.8 trillion

    Number of Advisors

    298

    Disclosures

    No

    Office Location

    400 Howard Street
    San Francisco, CA 94105

    Blackrock Fund Advisors by the Numbers

    Total Assets Under Management

    $2.8 trillion

    National Average: $9.0 billion
    Total Number of Employees

    710

    National Average: 71,771
    Total Number of Accounts

    471

    National Average: 4,329
    Average Account Size

    $5.9 billion

    National Average: $2.1 million

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    Fee Structure

    Financial advisory fees largely vary depending on the services offered. However, fees charged by the firm typically consist of the following fee structures: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

    Available

    • Offered by 70% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 33% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It works with investment companies and pooled investment vehicles. Out of its 471 clients, Blackrock Fund Advisors's largest client by number of accounts is investment companies. None of its clients are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Blackrock Fund Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Blackrock Fund Advisors

    Alison Hoffman
    San Francisco, CA
    Daniel Foley
    San Francisco, CA
    Donna Antinori
    San Francisco, CA
    Bryan Jacobi
    San Francisco, CA
    Scott Masure
    San Francisco, CA
    Keith Vanorden
    San Francisco, CA
    Paul Lohrey
    San Francisco, CA
    Greg Adams
    San Francisco, CA
    Carolyn Barnette
    San Francisco, CA

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    The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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