Blankinship & Foster, LLC
Assets Under Management
$862.2M
Number of Clients
300
Number of Advisors
7
Average Client AUM
$2.9M
AUM per Advisor
$123.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Blankinship & Foster offers customized investment management and financial planning services, including wealth management. Services include financial planning, investment management, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. They manage portfolios on a discretionary basis.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Location
420 Stevens Avenue, Suite 250, Solana Beach, CA, 92075
