Firm Information
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
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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