Fee Structure
We are compensated either as a percentage of assets under management or on a flat-fee basis. This consultative approach allows your Blankinship & Foster team to provide you with objective, unbiased advice.
Our Wealth Management Service combines financial planning and investment management services for one fee.
Fees for Wealth Management Services
| Assets Under Management (AUM) Fees for Investment Management Services | |
|---|---|
| Assets Under Management (AUM) | Advisory Fee (% AUM) |
| Up to $1,000,000 | 1.0%, plus |
| Between $1,000,000 and $3,000,000 | 0.75%, plus |
| Between $3,000,000 and $5,000,000 | 0.60%, plus |
| In excess of $5,000,000 | 0.40% |
Minimum fee — For Assets Under Management less than $1,000,000, a minimum fee of $2,500 per quarter applies.
For more about our minimum account size and fees, click here.
GUIDES
The Essential Guide to Retirement Planning
A 4-part series that answers key questions about building your plan, positioning your investments, and more.
