Blankinship & Foster, LLC is a Solana Beach, California-based registered investment advisor founded in 1989. The firm provides customized investment management and financial planning services—collectively referred to as wealth management services—to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and retirement plans. Blankinship & Foster helps clients navigate retirement planning, tax planning, estate planning, cash flow management, insurance reviews, and education funding. The firm primarily manages client portfolios on a discretionary basis using a disciplined asset allocation strategy, investing across traditional asset classes like stocks, bonds, and mutual funds, as well as alternative investments. Clients with more than $1 million under management receive financial planning services at no additional charge beyond the portfolio management fee. Blankinship & Foster emphasizes a client-first approach, operating as a fiduciary obligated to act in the best interest of clients at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Accounts under $1,000,000 are subject to a minimum annual fee of $10,000. Fees are negotiable.
