Frederick Brooks is a CFA, CFP-designated registered investment advisor at Blankinship & Foster, LLC, based in Solana Beach, CA, with 21 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 290 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Subject to a minimum annual fee of $10,000 for clients with less than $1,000,000 under management.
Fee Estimator
Contact
Frederick Brooks
Location
420 Stevens Avenue, Suite 250, Solana Beach, CA, 92075
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Blankinship & Foster, LLC
Previous Registrations
Wheeler Frost Associates INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Blankinship & Foster, LLC is a Family Wealth Advisory firm. The firm's national reputation for excellence is based on our long-term commitment to the financial planning process, the financial planning profession, and responsible investment management. 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.