Blankinship & Foster, LLC

RIASEC Registered

Total AUM

$940M

Discretionary

$940M

100% of AUM

Avg account

$943K

Accounts

996

Employees

Advisory reps

Firm details

Headquarters: Solana Beach, California
CRD number: 104795
Registered since: July 1, 1989
Website: www.bfadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.03%
Individuals3.84%
Charitable Organizations3.02%
Pension & Profit Sharing Plans0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Blankinship & Foster, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 1989. The firm serves both high-net-worth individuals and families as well as institutional clients. It functions as a capital allocator, deploying client assets across third‑party managers and public vehicles while also providing financial planning and portfolio management services for individuals, small businesses and institutions. Services extend to selection of other advisers and educational seminars/workshops. Fee arrangements include a percentage of AUM, hourly charges and fixed fees. Blankinship & Foster does not identify as an active ESG investor and is not a multi‑state adviser. The firm received recognition in FA Magazine’s list of Top RIA Firms in 2020.