Our 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)|
|First $1,000,000 under management||1.0%|
|Additional $2,000,000 under management||0.75%|
|Assets under management exceeding $3,000,000||0.60%|
|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.
The Essential Guide to Retirement Planning
A 4-part series that answers key questions about building your plan, positioning your investments, and more.