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.
GUIDES
The Essential Guide to Retirement Planning
A 4-part series that answers key questions about building your plan, positioning your investments, and more.
