Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Subject to a minimum annual fee of $10,000 for accounts under $1 million.
Fee Estimator
Contact
Mengxi Monica Ma
Location
420 Stevens Avenue, Suite 250, Solana Beach, CA, 92075
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mengxi is a committee member on the Investment and Finance Committee of the International Community Foundation since 2009. Mengxi reviews investment-related issues, provides advice, and votes on key investment and finance decisions, dedicating minimal time to this role and receiving no compensation.
Employment History
Current Registrations
Blankinship & Foster, LLC
State Registrations2 states
Exams
Additional Information
Blankinship & Foster, LLC is a Family Wealth Advisory firm. The firm’s national reputation for excellence is based on our long-term commitment to the financial planning process, the financial planning profession, and responsible investment management. We are dedicated to upholding the highest standards of objectivity and ethical behavior. Blankinship & Foster was founded in 1989 as a general partnership and reorganized as a California Limited Liability Company (LLC) in 2007. Its predecessor firm began serving clients in 1974 as Blankinship & Associates.