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The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"ADV PART 2A, filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Blankinship & Foster use?","answer":"Blankinship & Foster’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $928M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blankinship & Foster have?","answer":"Blankinship & Foster has 0 investment adviser representatives registered with state securities authorities, out of 16 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blankinship & Foster invest in?","answer":"At the end of its last fiscal year, Blankinship & Foster’s separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 4% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Blankinship & Foster?","answer":"Blankinship & Foster’s direct owners are Stefan Prvanov (50% to 75%), Frederick Brooks (10% to 25%) and Jon Beyrer (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Blankinship & Foster get paid?","answer":"Blankinship & Foster is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}