Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
300 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$862.2M
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | 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 accounts under $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
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Contact
Jon Paul Beyrer
Location
420 Stevens Avenue, Suite 250, Solana Beach, CA, 92075
Get directionsHistory
Regulatory History
Clean regulatory record
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
March 2004 - Present · 21 yrs 11 mos
State Registrations2 states
CAOR
Advisor
Exams
No exam information available for this advisor.
Additional Information
As retirement approaches, you're asking: what’s next? Our caring, experienced team will help you retire comfortably and with purpose—focused on your family, your legacy, and the causes that matter most to you.
Contact
Jon Paul Beyrer