Foundry Financial offers investment management where they make investment decisions for you based on your goals and risk tolerance. They invest in various assets like mutual funds, ETFs, stocks, and bonds. Foundry Financial also provides financial planning, covering topics like retirement, education savings, and tax planning. They may recommend a third-party financial planner, Domain Money, for ongoing financial planning services.
Assets Under Management$100M
Clients161
Advisors5
Avg. per Client$650K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Minimum annual fee of $15,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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