Blankinship & Foster
Blankinship & Foster is an independent, Fee-Only wealth management firm in San Diego. We are fiduciaries, committed to act in our clients’ best interest. Our thoughtful and experienced team of advisors help you make smart decisions across a broad spectrum of matters. We’ve been helping physicians successfully transition into retirement and navigate life events for over 30 years. We do comprehensive financial planning coordinated with investment management. We help simplify your finances, so you can make important decisions with clarity. Our “high-touch” team approach ensures we are always responsive, proactive and knowledgeable about YOU.
- Services: Financial planning, investment management
- Fee Structure: AUM fee
- Location: San Diego, CA
- Blankinship and Foster Financial Advisor Application, ADV2
- Website, [email protected], (858) 755-5166
Our Wealth management service combines initial and ongoing financial planning with investment management for one fee.
Our AUM fee structure is as follows:
|Assets Under Management||Advisory Fee|
|First $1,000,000 under management||1.00%|
|Additional $2,000,000 under management||0.75%|
|In excess of $5,000,000||negotiated %|
Minimum fee — For Assets Under Management less than $1,000,000, a minimum fee of $2,500 per quarter applies.