Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
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 $1,000,000.
Fee Estimator
Blankinship & Foster's fees are negotiable. Wealth Management Services combine Investment Management and Financial Planning. Clients with over $1 million in assets under management receive Financial Planning at no additional charge. For Investment Management, fees are either a flat quarterly fee or a percentage of managed assets. For assets under $1 million, a minimum annual fee of $10,000 ($2,500 per quarter) applies. Financial Planning and Other Consulting Services are charged hourly at $300 per planner-hour, as a one-time/flat fee, or an hourly fee with a guaranteed maximum.
Areas of Practice
Advisor Information
Office location
420 Stevens Avenue, Suite 250, Solana Beach, CA, 92075
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Mengxi Monica MaRegulatory 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.