How does the Foundry get Paid?

We seek to deliver exceptional value at a reasonable price.

At the Foundry, we believe in complete fee transparency.

We do not receive commissions, and there are no hidden charges.

Financial Planning

Financial planning fees are based on the complexity, estimated time required, and household net worth.  Our standard fees range between $1,450 to $4,800 per year.

We will present a financial planning proposal to you after our first meeting.

 

Investment Management

Advisory fees for investment management services begin at 0.5% on the first 5 million dollars in asets and at a lower rate on all assets above that amount.

 

Employer-Sponsored Plans

Plan fees vary by plan type. Our standard 401(k) advisory fee is 0.5% on the first 3 million dollars in assets and at a lower rate on all assets above that amount.