Blankinship & Foster offers investment management and financial planning services, either separately or combined as wealth management. Financial planning includes creating a financial plan and tracking progress toward goals. Investment management involves managing client portfolios, including asset allocation and security selection. The firm primarily serves individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans.
Assets Under Management$940M
Clients290
Advisors9
Avg. per Client$3.2M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
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% |
Subject to a minimum annual fee of $10,000 for clients with less than $1,000,000 under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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