Blankinship & Foster, LLC

Our Fees

Blankinship & Foster, LLC is a fee-only financial adviser.  Our only compensation comes from our clients, so our interests are as closely aligned with yours as we can make them.  

Blankinship & Foster is also an Accredited Business of the Online Better Business Bureau.

FIDUCIARIES
We are fiduciaries for our clients.  This means we hold our clients’ interests over our own. For more information about the importance of fiduciary responsibility in financial advice, please click the following link: http://www.napfa.org/about/FiduciaryOath.asp

FULL DISCLOSURE
We fully disclose in writing the services we will perform for you before there is any obligation on your part. When you decide to retain Blankinship & Foster, we prepare a client agreement that specifies the scope of the work to be done, the issues that will and will not be addressed, the agreed-upon fee for the work, and the time estimated to complete the work.  In additon, conflicts of interest which may affect our advice are also fully disclosed.

FEES

INITIAL FINANCIAL PLANNING SERVICES 

  • There is no fee for the initial meeting.
  • $300 per planner hour, including meeting time, with maximum fee as agreed.

PORTFOLIO DESIGN

  • $750

INVESTMENT MANAGEMENT SERVICES 

Annual Fee:
  • 1.00% of Asset Value up to $1,000,000, plus
  • 0.75% of Asset value between $1,000,000 and $3,000,000, plus
  • 0.60% of Asset value above $3,000,000

Investment Management fees for assets in excess of $5,000,000 are discussed on an individual basis. 

ONGOING FINANCIAL PLANNING SERVICES

  • For accounts $1,000,000 or more, ongoing financial planning services are included in the fee for investment management following the completion of an initial financial plan.
  • For accounts under $1,000,000, financial planning will be billed at $300 per hour.

For a full and complete discussion of our fees & services, please refer to our Disclosure document, Form ADV Part II.