Mengxi Ma is a CFA, CFP-designated registered investment advisor at Blankinship & Foster, LLC, based in Solana Beach, CA, with 16 years of industry experience. Mengxi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 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
Mengxi Ma
Location
420 Stevens Avenue, Suite 250, Solana Beach, CA, 92075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mengxi is a committee member on the Investment and Finance Committee of the International Community Foundation since 2009. Mengxi reviews investment-related issues, provides advice, and votes on key investment and finance decisions, dedicating minimal time to this role and receiving no compensation.
Employment History
Current Registrations
Blankinship & Foster, LLC
State Registrations2 states
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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 reorganized as a California Limited Liability Company (LLC) in 2007. Its predecessor firm began serving clients in 1974 as Blankinship & Associates.