BLANKINSHIP & FOSTER, LLC
Background
BLANKINSHIP & FOSTER, LLC is a financial advisory firm that has been providing expert services to clients for over 30 years. The firm was founded in 1985 by partners Jon Blankinship and Gordon Foster and has since grown into one of the top independent advisory firms in California.
How does the advisor help clients – Key Takeaways:
When it comes to helping clients achieve their financial goals, BLANKINSHIP & FOSTER, LLC takes a comprehensive approach. The firm’s team of advisors are experts in wealth management, retirement planning, tax strategies, estate planning, and more.
Here are some key takeaways for how BLANKINSHIP & FOSTER, LLC helps their clients:
- Provides personalized solutions tailored to each client’s unique financial situation
- Offers a wide range of financial services to help clients achieve their goals
- Utilizes a team-based approach to provide clients with access to a diverse range of expertise
- Emphasizes long-term relationships with clients, with many clients staying with the firm for decades
Facts and Insights
BLANKINSHIP & FOSTER, LLC manages over $1 billion in assets for their clients and has a team of highly experienced advisors, with an average of 20 years in the industry. The firm has a focus on providing holistic financial planning and prides itself on their fiduciary duty to always act in the best interest of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 19 | 30+ years |
Financial Services Offered
As a full-service financial advisory firm, BLANKINSHIP & FOSTER, LLC offers a wide range of services to help clients reach their financial goals. These services include:
- Wealth management
- Retirement planning
- Tax planning and strategies
- Estate planning
- Insurance and risk management
- Real estate and mortgage services
- Educational funding planning
- Charitable giving strategies
Client Types
BLANKINSHIP & FOSTER, LLC serves a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm’s services are tailored to each client’s specific needs and goals, regardless of their level of wealth.
Fees & Compensation
BLANKINSHIP & FOSTER, LLC is a fee-only financial advisor, which means they do not earn commissions or incentives for recommending certain products or investments. Instead, their fees are based on a percentage of assets under management, which aligns their interests with their clients’ and ensures transparency in the client-advisor relationship.
Financial Advisor Disclosures to Know
As an independent advisory firm, BLANKINSHIP & FOSTER, LLC has a fiduciary duty to always act in the best interest of their clients. They have no disclosures on their record and are committed to maintaining the trust and confidence of their clients.
It’s important to note that financial advisor disclosures are publicly available and can be found through the Securities and Exchange Commission’s website. It is always recommended to research any potential advisor’s record before making a decision.