Blankinship & Foster, LLC
Assets Under Management
$862.2M
Number of Clients
300
Number of Advisors
7
Average Client AUM
$2.9M
AUM per Advisor
$123.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Blankinship & Foster offers investment management and financial planning services, including wealth management. They assist clients with financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Investment strategies include mutual funds, ETFs, equities, and bonds.
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
Location
420 Stevens Avenue, Suite 250, Solana Beach, CA, 92075
