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How does the advisor help clients – Key Takeaways:
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC is a financial services firm that specializes in providing clients with expert investment advice. They strive to help clients achieve their financial goals through customized investment strategies and continuous monitoring and adjustments. With their team of experienced advisors and extensive resources, they are well-equipped to support clients in all aspects of their financial journey.
Facts and Insights
The firm has been in business since 1998 and currently has approximately $16.3 billion in assets under management. Their team consists of 120 advisors who are all highly knowledgeable in the financial industry. Since their inception, they have served over 3,000 clients, providing them with valuable financial guidance and building strong, lasting relationships.
| Asset Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $16.3 billion | 120 | Since 1998 |
Financial Services Offered
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC offers a comprehensive range of financial services to their clients. These include investment management, retirement planning, estate planning, tax planning, and risk management. They also provide education and guidance on various financial topics to help clients make informed decisions.
Client Types
The firm serves a diverse group of clients, including individuals, families, and institutions such as foundations and corporations. They have a deep understanding of each client’s unique financial needs and goals, allowing them to provide tailored solutions to meet their specific objectives. They also work with clients at different stages of their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve and grow their assets.
Fees & Compensation
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC operates on a fee-based model, meaning they receive compensation based on a percentage of the assets they manage for their clients. This aligns their interests with their clients, as their success is directly tied to the client’s success. The firm is transparent about their fees and ensures that clients are aware of all costs associated with their services.
Background
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC is a subsidiary of the global investment management corporation BlackRock, Inc. With over 30 years of experience in the industry and offices in over 30 countries, BlackRock is recognized as a leader in the financial services sector. The subsidiary was created to provide personalized and specialized financial advice to clients in the United States.
Financial Advisor Disclosures to Know
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC is a registered investment advisor and is held to a fiduciary standard, which means they are required to act in the best interests of their clients. This includes providing full disclosure of any potential conflicts of interest and ensuring that all investments recommended are suitable for the client’s goals and risk tolerance.