Blankinship & Foster, LLC Fiduciary Financial Advisors
Company Description (LinkedIn): Blankinship & Foster, LLC is an independent, fee only family wealth advisory firm. The firm's national reputation for excellence is based on our long-term commitment to the #financialplanning process, the financial planning profession, and responsible #investmentmanagement. We are dedicated to upholding the highest standards of objectivity and ethical behavior.
Blankinship & Foster was founded in 1989 as a general partnership and was reorganized as a California Limited Liability Company (LLC) in 2007. Its predecessor firm began serving clients in 1974 as Blankinship & Associates.
We are #fiduciaries, holding our clients' interests above our own.
- ⏳ Active Since:
- 📍 Location: Solana Beach, CA
- 🔢 Employee Count: 16
- 👥 Followers: 480
From SEC filings:
💁 Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
💲 Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Accounts
- 💰 Total AUM ($Millions): 690
- 🧾 Number of accounts: 1,006
- 🛍 Average Account Size: $685,926
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