Blankenship Financial Planning provides financial planning and investment advisory services to individuals and families. Services include cash flow and debt management, risk management, college funding, retirement planning, estate planning, tax planning, and asset allocation and investment selection. Blankenship Financial Planning uses fundamental, long-term financial planning and investment strategies.
Assets Under Management$18M
Clients67
Advisors2
Avg. per Client$270K
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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