We’re happy to answer any questions you have about our firm and our processes. Below are answers to some of the questions we receive most frequently.
What is Blankinship & Fosters’ core business? ANSWER
What’s a fiduciary and why is it important to me? ANSWER
How is Blankinship & Foster compensated? ANSWER
What does “fee only” mean?ANSWER
Where is my money held? What is a custodian?ANSWER
Do you take custody of, or have access to my assets?ANSWER
The Essential Guide to Retirement Planning
A 4-part series that answers key questions about building your plan, positioning your investments, and more.
Does Blankinship & Foster have a minimum portfolio size?
For new clients with less than the minimum portfolio size, but who are building their wealth, we can make an exception to the minimum portfolio size. In the case where we make this exception, a minimum fee of $2,500 per quarter will be charged.
Are there financial incentives for you to recommend certain financial products?ANSWER
Are my assets pooled with other investor funds?ANSWER
I have some investments I want to manage on my own. Can I still work with you?ANSWER
Can I get money out of my account quickly in case of an emergency?ANSWER
Do you contact me before you make trades in my accounts?ANSWER
Can you arrange for regular transfer to my bank account each month?ANSWER
How often do you meet with your clients?ANSWER
We are fiduciaries, and it’s not just a word. It’s a binding commitment to put your interests first.
How often will I receive statements on my account?ANSWER
Is my account guaranteed?ANSWER
How do I pay you for your services?ANSWER
Is Blankinship & Foster affiliated with any other companies?ANSWER